Stewart Hayes
Willamette Valley Wealth Management · Salem, Oregon
Stewart Hayes is a fee-only financial advisor at Willamette Valley Wealth Management in Salem, Oregon, who holds the PFS credential. Willamette Valley Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Willamette Valley Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $69.9M across 111 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in LA · CRD 4907415 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Stewart's firm compares
- Willamette Valley Wealth Management's average account is about $630,000, from its Form ADV (assets managed divided by 111 accounts).
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Questions about Stewart
Is Stewart Hayes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stewart holds no broker registration, and Willamette Valley Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stewart charge for financial advice?
Stewart's firm, Willamette Valley Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stewart Hayes based?
Stewart Hayes is based in Salem, Oregon.
What credentials does Stewart Hayes hold?
Stewart Hayes holds the PFS credential.
Is Stewart Hayes registered with the SEC?
Yes. Stewart Hayes is registered as an investment adviser representative in LA (CRD 4907415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willamette Valley Wealth Management manage?
Willamette Valley Wealth Management reports $69.9M across 111 accounts in assets under management.
How do I contact Stewart Hayes?
Contact details aren't on file yet. Search for Willamette Valley Wealth Management.
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
- 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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