Matthew Haas
Advisor at Sowell Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sowell Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Little Rock, AR 72118
Credentials
Series 65
Industry experience
8 years
Matthew Haas is a financial advisor with Sowell Management in Little Rock, AR, holding a Series 65 license and seven years of industry experience. Prior to joining Sowell Management in 2024, he worked at BRS Financial LLC and operated Haas Financial Solutions, LLC. He is also a licensed insurance producer authorized to sell accident, health, and life insurance policies, and serves as principal of WisdomWealth Financial, LLC, which provides merchant services consulting, insurance, and financial services. Sowell Management offers investment advisory and related services to individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement strategies, while providing compliance, technology, and back-office support to its affiliated advisors.
Based on Sowell Management
Based on Sowell Management
Fixed financial planning fees up to $10,000.
Up to 2.5% per annum (varies depending on portfolio size, services, and advisor)
Insurance commissions and brokerage commissions may be earned by certain supervised persons, which may exceed advisory fees.
Hourly financial planning fees from $150 to $500 per hour depending on scope and professional.
Subscription self-directed financial planning tools and assistance generally charged between $50 to $200 per month, fees negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household. Fee-only: Fixed financial planning fees up to $10,000; hourly financial planning fees $150 to $500 per hour; subscription fees generally $50 to $200 per month.
5320 Northshore Drive
North Little Rock, AR 72118
Arkansas
Sowell Management
2024 - Present (2 years)
BRS Financial LLC
2018 - 2024 (6 years)
Haas Financial Solutions, LLC
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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