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Financial Advisor Boston and Greater Boston

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®

Financial Advisor Boston & Greater Boston

My Financial Advisor Experience

I’ve held an industry securities registration for 30+ years and am subject to SEC and FINRA oversight.

Update: The Coronavirus Outbreak Has Caused Economic Chaos and Uncertainty

My Roots in Boston

For the past ten years, I’ve been living in the South End of Boston. I have clients living or working in Boston and the surrounding cities and towns.

Whom Am I Affiliated With?

I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 registered representatives nationwide.

Financial Advisor Boston

How Much Do You Charge?

Most clients pay fee-only or an hourly rate. The size and complexity of the client’s wealth management and financial and retirement planning determine that fee.

Some clients pay a commission, mainly those with smaller accounts, i.e., Roth IRAs, some public-school teachers with 403b retirement accounts or parents or grandparents setting up a 529 college savings plan.

No Cookie-Cutter Solutions

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities. I use them to build custom portfolios, trusts, and retirement plans for people and organizations.

Do We Need to Meet in Person?

(For the time being a phone or email is replacing in-person meetings) Previously, our first introductory and fact-finding appointment would be in person or by telephone. The next meeting where I provide my recommendations would be in person.

Subsequent meetings where we monitor your progress and investments can be done in-person, by phone, email, or skype or, more likely, a combination of these meeting types.

More About Tim

Expert and highly personalized financial planning, retirement planning, and independent investment solutions, when you need an independent financial advisor in Massachusetts — Salem or the North Shore, Hingham, or another town on the South Shore, Andover and the Merrimack Valley, the Metrowest including Foxboro, or the Southcoast, Martha’s Vineyard, Nantucket, and Newport RI from my Dartmouth office.

Tim Hayes

Tim Hayes

Investment Adviser Representative

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Financial Advisor Boston | Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®

 

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