Adam Haynes
Peak Financial Planning · American Fork, Utah
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.
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Facts
| Firm | Peak Financial Planning |
|---|---|
| Based in | American Fork, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 7415562 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Adam's firm compares
- Peak Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Adam
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.
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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