Mitchell Doman
Haynie Wealth Management · Salt Lake City, Utah
Mitchell Doman is a fee-only financial advisor at Haynie Wealth Management in Salt Lake City, Utah, who holds the CFP credential. Mitchell 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 | Salt Lake City, Utah |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Languages | Spanish |
| Assets under management | $106.6M across 578 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX, UT · CRD 7527915 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hayniewealth.com |
How Mitchell'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 Mitchell
Is Mitchell Doman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell 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 Mitchell charge for financial advice?
Mitchell charges a percentage of assets.
Does Mitchell work with clients virtually?
Yes. Haynie Wealth Management says on its website that it works with clients remotely.
What languages does Mitchell work in?
Besides English, Haynie Wealth Management offers service in Spanish, according to its website.
Where is Mitchell Doman based?
Mitchell Doman is based in Salt Lake City, Utah.
What does Mitchell specialize in?
Mitchell's specialties include retirement planning, tax planning and estate & legacy planning. Mitchell works with retirees.
What credentials does Mitchell Doman hold?
Mitchell Doman holds the CFP credential.
Is Mitchell Doman registered with the SEC?
Yes. Mitchell Doman is registered as an investment adviser representative in CA, CO, TX and UT (CRD 7527915), 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 Mitchell Doman?
Through Mitchell'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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