A complete list of active advisors currently associated with Haag Financial Consulting

Warmer can help you find a great advisor at Haag Financial Consulting or one who fits your needs even better.

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.

To learn more about the advisors currently working at Haag Financial Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.