About Hays Financial Group, LLC
<p>Founded in 2021, Hays Financial Group, LLC is a Minnesota registered investment advisor based in Edina in the Twin Cities metro, with an additional Minneapolis office. The firm reports $6.1B in assets under management (2026).</p> <p>Hays Financial Group works with employers on retirement plan design and ongoing governance, and it also supports employees through participant advice. The firm handles plan design, fiduciary audit support, and fiduciary services under both 3(21) and 3(38) arrangements.</p> <p>Plan work spans defined contribution plans, defined benefit plans, non-qualified plans, and executive life insurance. For participants, the firm provides financial coaching, investment education, and money management counseling, with bilingual services available.</p> <p>What sets the firm apart is the combination of employer-side fiduciary roles and day-to-day participant guidance under one advisor team.</p> <ul> <li>Retirement plan design and governance support</li> <li>3(21) and 3(38) fiduciary services</li> <li>Fiduciary audit assistance</li> <li>Participant advice, coaching, and investment education (bilingual available)</li> <li>Plan types: DC, DB, non-qualified, and executive life insurance</li> </ul>
Website: https://www.haysfinancialgroup.com/
Founded: 2021
Office Locations
- Edina, MN (Headquarters)
- Minneapolis, MN
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- Fiduciary Audit Services
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $6.1B