Stewart Hayes
Stewart Hayes is a PFS-designated registered investment advisor at Willamette Valley Wealth Management, LLC, based in Salem, OR, with 21 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
3295 Triangle Drive, Suite 200, Salem, OR, 97302
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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.
Learn about disclosures →Other Business Activities
Stewart is a member of RHI LLC / Triangle Square LLC, a family LLC that owns an office building, dedicating minimal time. He is also an owner of Fischer, Hayes, Joye & Allen, LLC, a public accounting firm, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Willamette Valley Wealth Management, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations2 states
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.