HA Wealth Advisors Inc.

Updated today

Find your advisor

Client assets under management

$80,000,000

Clients

250

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

125

Very High

Average account size

$320,000

About

HA Wealth Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, as well as pension and profit‑sharing plans. The firm manages a broad range of investments — from mutual funds and ETFs (including precious‑metal ETFs) to fixed income, private equity, hedge funds, and annuities — and offers selection of third‑party managers as part of its services.

The firm documents client goals and risk tolerances in an Investment Policy Statement and generally manages accounts under discretionary authority, using a mix of analysis techniques (fundamental, quantitative, technical, and modern portfolio theory) and a long‑term trading orientation. It conducts due diligence on subadvisers and allocates limited‑supply opportunities (such as certain fund placements and IPOs) with an expressed policy of equitable allocation among clients over time.

Distinctive aspects disclosed in the brochure include formal ties to an accounting practice and the fact that the firm’s principals are licensed insurance agents who may offer insurance products and receive outside compensation, which the firm identifies as a potential conflict and discloses to clients. The firm also uses fee‑sharing arrangements with select third‑party advisers and does not aggregate block trades for multiple client accounts, practices that differ from many peers and are addressed in its disclosure and client agreements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Annuities Wealth management

Fee options

Percentage

$0 - $100,000: 1.50% (total fee) with HAWA’s share 57% $100,001 - $500,000: 1.25% (total fee) with HAWA’s share 48% $500,001+: 1.00% (total fee) with HAWA’s share 35%

Other

Fee-only: Financial planning fixed fees ranging from $500 to $5,000, negotiated per client needs

Main office location

HA Wealth Advisors Inc.

2069 North Main Street, Suite 200

Cedar City UT 84721, United States

Number of offices

Most active in

Texas · Utah

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 435-867-1111

Advisors at this firm

David H

Series 63, Series 65

Cedar City, UT

HA Wealth Advisors Inc.

David Harris is a financial advisor at HA Wealth Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital LLC, and Allegis Investment Services. Outside of advising, he serves as a board member of the Central Iron County Water Conservancy District, is a council member for the city of Enoch, Utah, and plays in a local band. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach, focusing on long-term trading and diversified asset allocation across various asset classes.

Private / alternative investments Annuities Wealth management

Weston A

Series 65

Cedar City, UT

HA Wealth Advisors Inc.

Weston Adams is a financial advisor at HA Wealth Advisors Inc. in Cedar City, UT, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Townsquare Capital LLC and DFPG Investments, LLC. Outside of advisory work, he is also licensed as a life and health insurance broker. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach and may utilize third-party managers such as Townsquare Capital LLC.

Private / alternative investments Annuities Wealth management

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support