Kent Christensen is a registered investment advisor at Haynie Wealth Management LLC, based in Salt Lake City, UT, with 3 years of industry experience. Kent 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
Get directionsHistory
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 →Other Business Activities
Kent is a CPA at Haynie and Company CPAs, dedicating about half of his time to tax preparation. He is also a member or managing member of several LLCs involved in rental properties and asset leasing, but spends minimal time on these activities and receives no compensation.
Employment History
Current Registrations
Haynie Wealth Management LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.