Jason Aluague
Haynie Wealth Management · Fort Collins, Colorado
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Haynie Wealth Management |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Languages | Spanish |
| Assets under management | $106.6M across 578 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX, UT · CRD 6608130 |
| Exams passed | Series 63 (2016) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hayniewealth.com |
| Profile |
How Jason's firm compares
- Haynie Wealth Management's average account is about $185,000, from its Form ADV (assets managed divided by 578 accounts).
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Questions about Jason
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.
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
- Haynie Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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