# Jason Aluague

> Jason Aluague is a fee-only financial advisor at Haynie Wealth Management in Fort Collins, Colorado. Jason charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jason-aluague/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Haynie Wealth Management
- **Based in:** Fort Collins, Colorado
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Languages:** Spanish
- **Assets under management (firm):** $106.6M across 578 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6608130 (https://adviserinfo.sec.gov/individual/summary/6608130)
- **SEC registration:** Investment adviser representative in CA, CO, TX, UT
- **Exams passed:** Series 63 (2016), Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.hayniewealth.com/

## Frequently asked questions

### Is Jason Aluague a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Haynie Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason charges a percentage of assets.

### Does Jason work with clients virtually?

Yes. Haynie Wealth Management says on its website that it works with clients remotely.

### What languages does Jason work in?

Besides English, Haynie Wealth Management offers service in Spanish, according to its website.

### Where is Jason Aluague based?

Jason Aluague is based in Fort Collins, Colorado.

### What does Jason specialize in?

Jason's specialties include retirement planning, tax planning and estate & legacy planning. Jason works with retirees.

### Is Jason Aluague registered with the SEC?

Yes. Jason Aluague is registered as an investment adviser representative in CA, CO, TX and UT (CRD 6608130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Haynie Wealth Management manage?

Haynie Wealth Management reports $106.6M across 578 accounts in assets under management.

### How do I contact Jason Aluague?

Through Jason's website, www.hayniewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6608130): 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
- The firm's website (https://www.hayniewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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