Financial Advisor Dartmouth and the South Coast

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

Who Am I Affiliated With?

I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA.

With Cambridge Investment Research, Inc., a broker-dealer with over 3,000 brokers nationwide, I am a Registered Representative.

Cambridge Investment Research

Do We Need to Meet in Person?

The first introductory and fact-finding appointment can be in person or by phone. The next meeting where I provide my recommendations should 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.

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.

My Financial Advisor Experience

I’ve held an industry securities registration for 25+ years and am subject to SEC and FINRA oversight.

Finra Broker-Check

My Roots in S Dartmouth

For the past five years, I’ve had a home in S Dartmouth. I have clients living or working on the South Coast.

 

Book an Appointment Phone or In-Person

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No CookieCutter 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.

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

More About Me

Expert and highly personalized financial planning, retirement planning, and independent investment solutions, when you need an independent financial advisor in — 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.

P.S. I wrote the investment column for New England Monthly and SOCO for three years. Read my current insights

SOCO Magazine

There Is No Charge for the Initial Consultation, and It Can Be at Your Home, Office, or Favorite Coffee Shop

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