Haas Financial Services Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,428,000
Clients
32
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$138,375
About
Haas Financial Services serves individual investors, trusts, estates and small businesses with active investment management and comprehensive financial planning. The firm provides portfolio management for retirement and non-retirement accounts and also offers planning, tax and insurance review, while retaining the ability to use commissionable products such as fixed annuities and insurance when appropriate.
The adviser runs a discretionary, active money-management program that monitors markets on a daily, weekly and monthly basis and emphasizes trend-following and momentum strategies, with use of stop-losses and defensive allocations when warranted. Portfolios are primarily built with no-load mutual funds and ETFs but may include alternative sector exposures (e.g., precious metals, real estate, convertibles) and long-short approaches depending on the selected model.
Compared with many independent, solo-advisor firms, Haas mixes standard percentage-of-AUM portfolio management with less-common activities for this category: it accepts commissions for certain insurance and annuity products and operates a wrap-style money management program. The practice is small and advisor-led (one CFP®-certified advisor managing a concentrated client base and roughly $4.4 million in assets), and it offers a range of engagement types including fixed-fee plans, retainers and hourly limited-scope work.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Financial planning fees starting at $1,200; Retainer Agreements with minimum annual fee of $500
Commission products include fixed annuities and insurance; insurance commissions paid through licensing agreements
Hourly planning engagements at $120/hour with a 4-hour minimum
Account minimum: $50,000 Minimum fee: Financial planning fee minimum is $1,200 (not negotiable); Retainer Agreement minimum annual fee is $500 (negotiable) Fee-only: Hourly planning engagements at $120/hour with a 4-hour minimum
Main office location
Haas Financial Services Inc
Commerce Twp MI, United States
Number of offices
1
Most active in
Haas Financial Services Inc has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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