Robert Hayden
Robert Hayden is a CFP-designated registered investment advisor at Total Alignment Wealth Advisors, LLC, based in New York, NY, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth. Their firm serves 28 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Total Alignment Wealth Advisors does not directly manage investments. Instead, they provide investment consultations and oversight of outside portfolio managers. They charge 0.20% of marketable securities under advisement with a minimum of $10,560 per quarter. If bundled with Portfolio Analytics, the minimum is discounted to $7,920 per year. The Portfolio Analytics service is 0.20% on marketable securities, or 0.15% if bundled, regardless of where those marketable securities are managed.
Location
5 Penn Plaza, 19th Floor, New York, NY, 10001
Get directionsHistory
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
Robert works as an attorney and teaches financial planning as an adjunct professor at New York University. He also serves as a Director on the board for CFP, a role for which he is reimbursed for travel but receives no pay.
Employment History
Current Registrations
Total Alignment Wealth Advisors, LLC
Previous Registrations
Lenox Advisors, INC.
State Registrations5 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.