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Brian Lee Hayes

Investment adviser representative at The Mather Group, LLC
10 yearsExperience
3 statesRegistered in
$13.4BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. The Mather Group, LLCJun 2019 to now
  2. Financial Engines Advisors L.L.C.Nov 2018 to Mar 2019
  3. Edelman Financial Services, LLCOct 2016 to Nov 2018
  4. Ef Legacy Securities, LLCOct 2016 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (CA, IL, MO).

The Mather Group, LLC

$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4094068
Firm CRD
156005
Advisor's SEC record (opens in a new tab)
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