# Hayden Lipp Registered Investment Advisor

> Hayden Lipp Registered Investment Advisor is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 145010
- Filed as: HAYDEN LIPP REGISTERED INVESTMENT ADVISOR
- Legal name: Hayden Lipp Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145010
- AdvisorCensus page: https://advisorcensus.com/firm/hayden-lipp-registered-investment-advisor-145010

## Quick answers

**How is Hayden Lipp Registered Investment Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), Hayden Lipp Registered Investment Advisor reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hayden Lipp Registered Investment Advisor registered with the SEC or a state?**
Hayden Lipp Registered Investment Advisor is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145010.

**How much does Hayden Lipp Registered Investment Advisor manage?**
Hayden Lipp Registered Investment Advisor reports $15,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).

**What types of clients does Hayden Lipp Registered Investment Advisor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Hayden Lipp Registered Investment Advisor report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145010

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $0
- Non-discretionary: $15,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $15,000,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- haydenlippadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hayden Lipp Registered Investment Advisor (CRD 145010): Form ADV filing data as of October 2026.