# Adam Haynes

> Adam Haynes is a fee-only financial advisor at Peak Financial Planning in American Fork, Utah. Peak Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-haynes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Peak Financial Planning
- **Based in:** American Fork, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $93M across 300 accounts
- **CRD:** 7415562 (https://adviserinfo.sec.gov/individual/summary/7415562)
- **SEC registration:** Investment adviser representative in CA, UT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.thepeakfp.com/

## Frequently asked questions

### Is Adam Haynes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Peak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Haynes based?

Adam Haynes is based in American Fork, Utah.

### Is Adam Haynes registered with the SEC?

Yes. Adam Haynes is registered as an investment adviser representative in CA and UT (CRD 7415562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peak Financial Planning manage?

Peak Financial Planning reports $93M across 300 accounts in assets under management.

### How do I contact Adam Haynes?

Through Adam's website, www.thepeakfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7415562): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.