Firm
Haynie Wealth Management
Salt Lake City, Utah
Fee-only
Haynie Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 156 individual clients, 35 of them high net worth.
- Its average account is about $185,000 (assets it manages divided by its 578 accounts).
- It works with clients virtually as well as in person.
- Advice is offered in Spanish and English.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | hayniewealth.com |
| Phone | (512) 537-8241 |
Haynie Wealth Management fees
Haynie Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $107 million |
| Individual clients | 121 |
| High-net-worth clients | 35 |
| Accounts managed | 578 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135227) |
| Financial planning | Offered |
| Form ADV filed | May 14, 2026 |
| SEC record | CRD 305852 |