Michael Haines
Essential Investment Partners · Englewood, Colorado
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).
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Specialties
Who they serve
- Retirees
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 | $223.0M across 276 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2005250 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.essentialinvestment.com |
| Profile |
How Michael's firm compares
- Ongoing planning starts at $10,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Essential Investment Partners's average account is about $808,000, from its Form ADV (assets managed divided by 276 accounts).
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Questions about Michael
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.
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
- Essential Investment Partners 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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