Hayden
Przybysz

Plan Group Financial, Inc

CRD#6443664
Investment Advisor
in Fort Smith, AR

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About this Advisor

Hayden Przybysz is a financial advisor based in Fort Smith, Arkansas, working with Plan Group Financial, Inc. Hayden has previously held positions at Przybysz & Associates, Cpas, Hd Vest Financial Services, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, P&F Lites Etc, LLC, Plan Group Financial, and Private Client Services. Hayden has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, California, Colorado, Illinois, Missouri, Nebraska, Oklahoma, and Texas. Currently, Hayden is part of Plan Group Financial, Inc, which operates out of Fort Smith, Arkansas. The firm has 8 offices and 24 employees. The firm manages assets totaling $285.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Plan Group Financial, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4200 Jenny Lind Rd Ste B
Fort Smith, AR 72901

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Plan Group Financial, Inc Brokerage Details

Total Assets Under Management

$285,471,604

AR Average: $681,523,814
Total Number of Employees

24

AR Average: 15
Total Number of Accounts

2,536

AR Average: 642
Average Account Size

$112,568

AR Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hayden Przybysz Work History

2023 - Present (1 year)

Plan Group Financial

2023 - Present (1 year)

Private Client Services

2022 - Present (2 years)

P&F Lites Etc, LLC

2011 - Present (13 years)

Przybysz & Associates, Cpas

2019 - 2023 (4 years)

Avantax Investment Services, Inc

2019 - 2023 (4 years)

Avantax Advisory Services

2016 - 2019 (3 years)

1St Global Capital Corp

2016 - 2019 (3 years)

1St Global Advisors, Inc

2016 - 2023 (7 years)

Avantax Insurance Services, Inc

2015 - 2015 (< 1 year)

Hd Vest Financial Services

Disclosures

Please visit the SEC profile of Hayden Przybysz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plan Group Financial, Inc

Shawn Hanquist
Oklahoma City, OK
Matthew Schultz
Oklahoma City, OK
Paul Baird
Oklahoma City, OK
Paul An
Oklahoma City, OK
Spencer Aufenthie
Oklahoma City, OK
Hayden Przybysz
Fort Smith, AR
Cody Wilson
Oklahoma City, OK
Jeffery Eynetich
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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