William Haynes
AMC Wealth · Chicago, Illinois
William Haynes is a fee-only financial advisor at AMC Wealth in Chicago, Illinois, who holds the CFP credential. William charges a percentage of assets and hourly fees (0.3%–1% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | AMC Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 0.3%–1% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $111.0M across 256 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV · CRD 7390006 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | amcwealth.com |
How William's firm compares
- AMC Wealth's average account is about $434,000, from its Form ADV (assets managed divided by 256 accounts).
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Questions about William
Is William Haynes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and AMC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a percentage of assets and hourly fees.
How much does William charge?
According to AMC Wealth's website, checked October 30, 2026: 0.3%–1% a year of assets managed; a $100,000 asset minimum.
Where is William Haynes based?
William Haynes is based in Chicago, Illinois.
What credentials does William Haynes hold?
William Haynes holds the CFP credential.
Is William Haynes registered with the SEC?
Yes. William Haynes is registered as an investment adviser representative in NV (CRD 7390006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AMC Wealth manage?
AMC Wealth reports $111.0M across 256 accounts in assets under management.
How do I contact William Haynes?
Through William's website, amcwealth.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
- AMC Wealth 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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