Hays Financial Group, LLC

Registered investment advisor · Minneapolis, Minnesota · CRD #306877

Assets Under Management

$7.5B

Client Accounts

687

Employees

CRD Number

306877

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Hays Financial Group, LLC

Hays Breard Financial Group provides comprehensive wealth management with a goal of helping Families Retire and Stay Retired. Our firm has a team of experienced professionals that provide all-inclusive wealth management strategies, help organize clients' financial lives, and provide strategies to help them work toward their dreams. Independence Objective Investment Advice Knowledge and Experience Comprehensive Financial Planning Exceptional Personal Service Securities and advisory services off

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Hays Financial Group, LLC

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Hays Financial Group, LLC's AUM?

Hays Financial Group, LLC reports approximately $7.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Hays Financial Group, LLC headquartered?

Hays Financial Group, LLC is headquartered in Minneapolis, Minnesota.

What is Hays Financial Group, LLC's CRD number?

Hays Financial Group, LLC's CRD number is 306877. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.