Adam Michael Haynes
Investment Adviser Representative at PEAK Financial Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Michael Haynes is an investment adviser representative with PEAK Financial Planning in American Fork, UT, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 4 firms, including CORE Planning and Albion Financial Group. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Utah.
Registrations & licenses
- Investment adviser:
- California, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PEAK Financial PlanningJan 2026 – no end date reportedCanoga Park, CA
- H3 Financial PlanningAug 2024 – Jan 2026South Jordan, UT
- Association Financial ServicesApr 2020 – Nov 2021Murray, UT
- United States Air ForceJun 2016 – Dec 2016Colorado Springs, CO
- True North WealthDec 2016 – Mar 2017Murray, UT
- The Church of Jesus Christ of Latter-day SaintsMar 2017 – Apr 2019Barranquilla
- Brigham Young UniversityApr 2019 – no end date reportedProvo, UT
- Albion Financial GroupJun 2022 – Aug 2024Salt Lake City, UT
- Core PlanningAug 2024 – Jan 2026St. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PEAK Financial Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First tier0.85%
- Second tier1.00%
- Third tier0.75%
- Fourth tier0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning engagements (flat fee), wealth management (percentage of assets managed), ongoing retirement planning, tax planning, income planning, and tax-efficient investment management.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Canoga Park, CA
- SEC file number:
- 801-135890
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at PEAK Financial Planning
7 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Haynes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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