Steven Hays is a ChFC-designated registered investment advisor at Tias Planners, based in Annapolis, MD, with 40 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 11 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIAS Planners manages investment portfolios for a fee based on the value of your account. The annual fee ranges from 0.35% to 1.25%, charged quarterly. The exact fee depends on the investment strategy and the size of your account. Clients with at least $500,000 under management receive comprehensive financial planning at no additional cost.
Location
Annapolis, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is the managing partner of Annapolis-Eastport, LLC, a real estate holding company. This activity is not investment-related.
Employment History
Current Registrations
Tias Planners
Previous Registrations
Tias Planners
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.