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Hayden Ess

2 Years of Experience
Phoenix, AZ
Sells Insurance

Hayden Ess is a registered investment advisor at Iridescent Capital Management, based in Phoenix, AZ, with 2 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.99%
$1.0M - $5.0M0.89%
$5.0M - $10.0M0.79%
$10M+0.69%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Phoenix, AZ

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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

Hayden owns Iridescent Tax Management LLC (tax preparation), 1942 W Busoni Pl Holdings LLC and 2226 E Huntington Dr Holdings LLC (rental properties), and All Pro DJs (wedding DJ services). Hayden also works full-time as a Product Manager for Annexus, an insurance distribution company.

Employment History
Current Registrations
Iridescent Capital Management
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Charles Schwab & CO., INC.
October 2019 - February 2021 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
October 2019 - February 2021 · 1 yr 4 mos
State Registrations1 state
AZ
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.