DFS Advisory - Investment Advisers

About DFS Advisory

DFS Advisory is an investment adviser based in Denton, Texas, operating under the legal name Team Hays Inc. The firm reports $156 million in regulatory assets under management and employs six people. It is one of the Investment Advisers in Texas and is also listed in the Directory of US Investment Advisers. The firm describes its aim as helping clients organize their finances and pursue their goals, whether those concern personal matters or a business. Its stated services include financial organization, insurance, retirement planning, and guidance for small business owners who need their personal and business finances coordinated. The firm says it works with people at any life stage or financial situation, and it lists trust, integrity, independence, and fiduciary relationships among its core values. According to the firm, its process begins with an open conversation about a client's circumstances and goals, followed by a plan built around that client's life rather than a standard template. The firm says it checks in regularly and adjusts the plan as circumstances change. The team also states that its members live and work in the community they serve.

Key Facts

Assets Under Management

$156M

Employees

6

SEC File Number

801-127517