Haag Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haag Financial Consulting provides financial planning and portfolio management services primarily for individual clients, managing roughly $10 million in client assets across a small client base. The firm's Form ADV presents its work as advisory and consultative in nature rather than as manager of pooled or private investment funds.
According to its brochure, Haag typically operates on a non‑discretionary basis—providing recommendations while clients retain trading authority—and delivers ongoing planning and investment guidance. The ADV also discloses an uncommon mix of billing arrangements, including fixed fees, hourly charges and percentage‑of‑AUM billing, reflecting both project‑based and ongoing engagement options.
What is distinctive about Haag is this combination of individualized portfolio management and comprehensive financial planning delivered largely non‑discretionarily, along with the availability of hourly and fixed fees—features that are statistically uncommon among peers. The firm does not act as a private fund adviser, and its small scale suggests a fee‑for‑service, client‑focused delivery model rather than fund or institutional management.
Client services
Fee options
Main office
446 West Aldine, Suite 3 W
Chicago IL 60657
Advisors at this office
1
Most active in
Illinois
Also doing business as
Haag Financial Consulting · Peter G. Haag · Peter Gustav Haag
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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