Haynie Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haynie Wealth Management provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. Its offerings include discretionary and non‑discretionary portfolio management integrated with financial planning and employee benefit plan consulting.
The firm typically constructs customized, long‑term portfolios using low‑cost, diversified mutual funds and ETFs and applies fundamental analysis for security selection, while also using individual stocks, bonds, options, and REITs when appropriate. Haynie Wealth may implement portions of client strategies through independent managers, performs ongoing oversight, and generally operates with discretionary trading authority and regular account reviews.
Haynie Wealth is a small SEC‑registered adviser managing roughly $106 million for about 150 clients and is affiliated with an accounting firm, Haynie & Company, whose owner is a CPA and tax advisor; accounting and tax services are offered separately and clients are not required to use them. The firm also provides ERISA plan consulting and may accept 3(38) discretionary fiduciary responsibility for retirement plans, and it maintains an institutional platform relationship that supplies technology and operational support to the adviser.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.90% $6,000,000 - $10,000,000: 0.65% $10,000,001+: 0.45%
Account minimum: $500,000 Fee-only: Wealth management fees are applied quarterly in advance based on prior quarter-end assets under management; fees may be negotiable.
Main office
See office1785 West 2320 South
Salt Lake City UT 84119
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Texas · Utah
Also doing business as
Hamilton Asset Management Group LLC. · Hamilton Wealth Management · Haynie Wealth · Haynie Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Celina O
CFP®, Series 63, Series 65
Salt Lake City, UT
Haynie Wealth Management LLC
Celina Ochoa is a CFP® professional with 12 years of industry experience, currently serving at Haynie Wealth Management LLC since 2021. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, JP Morgan Securities LLC, and Chase Bank. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified low-cost funds, individual securities, and independent managers, while integrating financial planning as part of comprehensive wealth management.
Jason A
Series 63, Series 65
Loveland, CO
Haynie Wealth Management LLC
Jason Aluague is a financial advisor at Haynie Wealth Management LLC in Loveland, CO, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Haynie & Company for five years and has experience in various roles outside financial services, including positions in manufacturing and the restaurant industry. Haynie Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, and small businesses. The firm focuses on constructing customized, long-term portfolios using low-cost, diversified mutual funds and ETFs, incorporating fundamental analysis and a range of securities, while offering discretionary management and regular account reviews.
Mitchell D
CFP®, Series 65
Salt Lake City, UT
Haynie Wealth Management LLC
Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.
Kent C
Series 65
Salt Lake City, UT
Haynie Wealth Management LLC
Kent Christensen is a financial advisor with Haynie Wealth Management LLC in Salt Lake City, holding a Series 65 designation and three years of industry experience. He has been with Haynie Wealth Management since 2022 and concurrently works at Haynie and Company, CPAs, where he has been involved in tax preparation since 1999. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm combines portfolio management with financial planning, emphasizing fundamental analysis and a long-term investment approach using diversified portfolios with low-cost mutual funds, ETFs, and occasionally individual securities.
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