Celina Ochoa is a CFP-designated registered investment advisor at Haynie Wealth Management LLC, based in Salt Lake City, UT, with 12 years of industry experience. Celina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 156 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Fees do not include fees paid to the Investment Platform, not to exceed an annual rate of 0.25%. Fees may be negotiable.
Fee Estimator
Location
1785 West 2320 South, Salt Lake City, UT, 84119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Haynie Wealth Management LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations4 states
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