Haynes Investment Advisors offers discretionary investment management and personalized financial planning services for individuals and high-net-worth families. Founded in 2021 and registered in 2025, the firm is owned and operated by William Haynes, who holds the Certified Financial Planner designation. Investment strategies are tailored to each client's specific goals, time horizon, and risk tolerance through fundamental analysis. In addition to managing portfolios, Haynes Investment Advisors provides comprehensive financial planning covering retirement strategies, risk management, long-term investments, tax reduction strategies, and estate preservation. The firm does not require an account minimum and charges fees either as a percentage of assets under management or an hourly rate for standalone planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual fee of 1.20% is negotiable based on criteria such as historical relationship, account composition, and asset amount.