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Brian Hays

Mutual Advisors, LLC
23 Years of Experience
Houston, TX
View SEC Summary
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Brian Hays is a registered investment advisor at Mutual Advisors, LLC, based in Houston, TX, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

975 Corbindale, Ste. 107, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brian is the sole owner/member of Haysvest, LLC, which makes personal oil and gas well investments. Brian spends minimal time on this activity, and it is not investment-related.

Employment History
Current Registrations
Mutual Advisors, LLC
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wfg Advisors, LP
November 2016 - August 2017 · 9 mos
Polaris Greystone Financial Group, LLC
December 2015 - November 2016 · 11 mos
Polaris Greystone Advisory Group, LLC
December 2014 - November 2016 · 1 yr 11 mos
Greystone Financial Group, INC.
September 2013 - December 2015 · 2 yrs 3 mos
LPL Financial LLC
August 2011 - August 2013 · 2 yrs
Amegy Investments, INC.
August 2008 - April 2011 · 2 yrs 8 mos
Contango Capital Advisors, INC.
January 2007 - August 2008 · 1 yr 7 mos
Zions Direct, INC.
April 2006 - December 2006 · 8 mos
Amegy Investments, INC.
November 2002 - December 2006 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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