# Michael Haines

> Michael Haines is a fee-only financial advisor at Essential Investment Partners in Englewood, Colorado. Michael charges a percentage of assets (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on founders (pre-exit).

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

## Facts

- **Firm:** Essential Investment Partners
- **Based in:** Englewood, Colorado
- **Fee model:** Percentage of assets
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $223.0M across 276 accounts
- **Specialties:** Founders (pre-exit)
- **Works with:** Retirees
- **CRD:** 2005250 (https://adviserinfo.sec.gov/individual/summary/2005250)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.essentialinvestment.com

## Frequently asked questions

### Is Michael Haines a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Essential Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael charges a percentage of assets.

### How much does Michael charge?

According to Essential Investment Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.

### Where is Michael Haines based?

Michael Haines is based in Englewood, Colorado.

### What does Michael specialize in?

Michael's specialties include founders (pre-exit). Michael works with retirees.

### Is Michael Haines registered with the SEC?

Yes. Michael Haines is registered as an investment adviser representative in CO and TX (CRD 2005250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Essential Investment Partners manage?

Essential Investment Partners reports $223.0M across 276 accounts in assets under management.

### How do I contact Michael Haines?

Through Michael's website, www.essentialinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2005250): 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.essentialinvestment.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.