Keith Hays
Creative Capitalists · Glendale, California
Keith Hays is a fee-only financial advisor at Creative Capitalists in Glendale, California. Keith charges hourly fees, a flat fee or retainer and a percentage of assets ($250 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Creative Capitalists |
|---|---|
| Based in | Glendale, California |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | $250 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $23.0M across 102 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7021755 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.creativecapitalists.com |
| Profile |
How Keith's firm compares
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Creative Capitalists's average account is about $225,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Keith
Is Keith Hays a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Creative Capitalists reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith charges hourly fees, a flat fee or retainer and a percentage of assets.
How much does Keith charge?
According to Creative Capitalists's website, checked October 30, 2026: $250 an hour; 1% a year on the first tier of assets managed.
Where is Keith Hays based?
Keith Hays is based in Glendale, California.
What does Keith specialize in?
Keith's specialties include retirement planning, estate & legacy planning, small business owners and family wealth transfer. Keith works with retirees, founders and multi-generational families.
Is Keith Hays registered with the SEC?
Yes. Keith Hays is registered as an investment adviser representative in CA (CRD 7021755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Creative Capitalists manage?
Creative Capitalists reports $23.0M across 102 accounts in assets under management.
How do I contact Keith Hays?
Through Keith's website, www.creativecapitalists.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Creative Capitalists website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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