Hays Breard Financial Group

What Hays Breard Financial Group does

Hays Breard Financial Group is a privately-held wealth management and financial advisory practice headquartered at 5035 Bluebonnet Boulevard, Suite A, Baton Rouge, Louisiana. The firm was founded in 2007 and operates with a team of 1-10 employees. It is registered as an LLC under U.S./Louisiana jurisdiction and is privately held with no parent company, subsidiaries, or public listing.

The firm delivers a four-pillar suite of advisory services: investment management, retirement planning, legacy planning, and tax strategies. It does not own proprietary technology and discloses no core technology stack. Securities are offered through Cetera Wealth Services, LLC (a FINRA/SIPC member) and advisory services are provided through Cetera Investment Advisers LLC, under a channel partnership with Cetera Advisor Networks that supplies regulatory infrastructure and product platforms. The firm's advisors have earned the Cetera Circle of Excellence designation, placing them in the top 5% of the network.

The go-to-market is sales-led and relationship-driven. Target segments include individuals and families, executives, business owners, and retirees, with use cases spanning retirement planning, equity compensation, employee benefit design, and wealth distribution. Pricing is not publicly disclosed but follows standard professional services fee or commission models. Marketing is concentrated in a website-based resource center with articles, calculators, and videos, supplemented by direct client outreach. Geographic scope is regional, limited to Louisiana, with the website restricted to U.S. residents. No funding rounds, M&A activity, leadership changes, or expansion signals are disclosed in the source material.

Name

Hays Breard Financial Group

Legal name

Hays Breard Financial Group, LLC

Website

https://haysbreardfinancialgroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Hays Breard Financial Group is a privately-held wealth management and financial advisory practice in Baton Rouge, Louisiana, offering investment management, retirement, legacy, and tax planning services to individuals, families, executives, business owners, and retirees via Cetera-affiliated platforms.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Wealth management services
• Financial advisory services
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Baton Rouge

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm generates revenue through fee-based financial advisory services including investment management, retirement planning, legacy planning, and tax strategies. Revenue is generated through affiliation with Cetera Wealth Services, LLC (member FINRA/SIPC) for securities offerings and Cetera Investment Advisers LLC for advisory services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Hays Breard Financial Group is a wealth management firm providing personalized financial advisory services including investment management, retirement planning, legacy planning, and tax strategies. The firm delivers these services through dedicated financial advisors serving individuals, families, executives, business owners, and retirees in the Baton Rouge, Louisiana area. Securities are offered through Cetera Wealth Services, LLC (member FINRA/SIPC) and advisory services through Cetera Investment Advisers LLC.

Product overview

Hays Breard Financial Group is a wealth management firm offering a unified suite of financial advisory services. The core offerings include investment management, retirement planning, legacy planning, and tax strategies, all delivered through personalized financial advisory services tailored to individuals, families, executives, business owners, and retirees. The firm operates under Cetera Wealth Services, LLC (FINRA/SIPC member) and Cetera Investment Advisers LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Cetera Advisor NetworkscoreChannel Partner/ Reseller/ DistributorHays Breard Financial Group operates as an affiliated practice within the Cetera Advisor Networks. The firm offers securities through Cetera Wealth Services, LLC (member FINRA/SIPC) and provides advisory services through Cetera Investment Advisers LLC. This affiliation provides regulatory infrastructure, investment platforms, and access to a national network of advisors while maintaining local operational autonomy.

Recent moves3 records

Expansion highlights1 record

Broad incumbents

• Wealth Enhancement Group: Growing national RIA platform focused on financial planning-led wealth management for individuals, executives, business owners, and retirees; direct service-line and segment competitor.
• Edward Jones: Large national advisor firm with a comparable local-branch, relationship-driven wealth management model targeting individuals, families, and retirees; competes head-to-head with Hays Breard for the same Baton Rouge-area retail wealth clients.
• Cetera Financial Group: Cetera is the parent-affiliated independent advisor network that supplies Hays Breard's broker-dealer, RIA, and custodial infrastructure; it is the most directly comparable platform and provides the regulatory and product backbone Hays Breard relies on.
• Focus Financial Partners: Consolidator of independent RIAs and wealth advisory firms; offers a plausible partnership or acquisition path for a high-performing Cetera-affiliated practice like Hays Breard.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors with similar product, technology, and compliance infrastructure; competes for the same advisors and end-client segments as Hays Breard.
• Edelman Financial Engines: Large national RIA combining advisor-led financial planning with digital planning tools; targets the same individuals, families, and executives and offers a more tech-enabled alternative to Hays Breard's locally delivered model.
• Fisher Investments: Large independent investment management firm serving high-net-worth individuals and executives with portfolio management and retirement-focused strategies — competes for the same executive/retiree segment Hays Breard targets.
• Raymond James Financial Services: Independent contractor-based wealth management and brokerage network offering investment, retirement, and estate planning through affiliated advisors — structurally similar to Hays Breard's Cetera affiliation model.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, retirement, legacy, and tax services to high-net-worth individuals and families — overlaps directly with Hays Breard's service mix and target client base.

Regional players

• Argent Financial Group: Mid-sized independent RIA with strong Gulf South / Louisiana presence offering wealth management, retirement, estate, and tax planning — a regional direct peer that competes for the same Baton Rouge client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/HaysBreardFinancialGroup

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hays Breard Financial Group