# Kati Hays

> Kati Hays is a fee-only financial advisor at Wealthbridge Capital Management in Westerville, Ohio. Wealthbridge Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kati-hays/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealthbridge Capital Management
- **Based in:** Westerville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $709.7M across 1,890 accounts
- **CRD:** 7604646 (https://adviserinfo.sec.gov/individual/summary/7604646)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2022)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://wealthbridgecm.com

## Frequently asked questions

### Is Kati Hays a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kati holds no broker registration, and Wealthbridge Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kati charge for financial advice?

Kati's firm, Wealthbridge Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kati Hays based?

Kati Hays is based in Westerville, Ohio.

### Is Kati Hays registered with the SEC?

Yes. Kati Hays is registered as an investment adviser representative in FL (CRD 7604646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthbridge Capital Management manage?

Wealthbridge Capital Management reports $709.7M across 1,890 accounts in assets under management.

### How do I contact Kati Hays?

Through Kati's website, wealthbridgecm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7604646): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.