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Hayden Proffitt

2 Years of Experience
Manchester, TN

Hayden Proffitt is a registered investment advisor at Mccay Wealth Advisory LLC, based in Manchester, TN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 876 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
876 clients
Average Client Portfolio
$566K average
Assets Under Management
$495.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1.0M - $3.0M1.20%
$3M+1.00%

Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

624 N Woodland Street, Manchester, TN, 37355

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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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Employment History
Current Registrations
Mccay Wealth Advisory LLC
March 2023 - Present · 3 yrs 2 mos
State Registrations1 state
TN
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.
Hayden Proffitt - Financial Advisor | TrueAdvisor