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Bryan Hays

Iht Wealth Management LLC
17 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bryan Hays is a registered investment advisor at Iht Wealth Management LLC, based in Overland Park, KS, with 17 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

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

Location

8700 Indian Creek PKWY, Suite 100, Overland Park, KS, 66210

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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 ActivitiesSells Insurance

Bryan set up Hays Capital Management, LLC as an S-corp to receive income from LPL, spending minimal time on it. He also operates under the DBAs nVision Wealth and provides investment advisory services through IHT Wealth Management LLC, dedicating full-time hours to these activities, and sells non-variable insurance through The Insurance Partners, spending a few hours per week.

Employment History
Current Registrations
Iht Wealth Management LLC
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Nvision Wealth Group, LLC
November 2014 - December 2017 · 3 yrs 1 mo
LPL Financial LLC
October 2013 - March 2016 · 2 yrs 5 mos
Independent Financial Partners
September 2013 - February 2014 · 5 mos
Metlife Securities INC.
December 2009 - September 2013 · 3 yrs 9 mos
Metlife Securities INC.Broker
September 2008 - September 2013 · 5 yrs
State Registrations8 states
CODCILINKSMOOKTX
AdvisorBrokerBoth

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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