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Hayden Alan Dawes

Renew Family Wealth

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About Hayden Alan Dawes

Hayden Alan Dawes is a financial advisor with Renew Family Wealth, registered with the state of Florida. Hayden has been in the industry since 2017 and has a Series 65 license. Hayden has a background in real estate, insurance, and business. Renew Family Wealth is a financial advisory firm that offers a range of services including financial planning, pension consulting, and portfolio management for individuals. Hayden's clients include both high-net-worth individuals and individuals other than high-net-worth. Renew Family Wealth has approximately $38 million in assets under management.

Firm Information

Hayden Dawes is currently registered with Renew Family Wealth. Renew Family Wealth is an investment advisory firm with offices in New York, NY and Charlotte, NC. They have 3 licensed agents and 4 investment advisor representatives. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage $38.7 million in assets for 160 clients.

$38.66M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of plan assets/assets under advisement

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Hayden Dawes’s Registration & Firm History

FL

09/10/2021 - Present

Renew Family Wealth (WEST PALM BEACH FL)

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Licenses & Designations

IA

Issued 01/23/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hayden Alan Dawes.
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