Haas Trade Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and consulting services to individual clients, producing written financial plans that cover budgeting, cash flow, risk management, asset allocation, college and retirement planning and related topics. Services are delivered primarily via video conferencing and an online client portal with scenario‑planning tools and a budgeting‑software subscription; the firm does not manage client assets or take custody of client funds.
Its investment guidance emphasizes fundamental analysis, long‑term purchases and strategic asset allocation rather than market timing, and clients receive scheduled reviews and meetings to update plans and monitor progress. The firm offers high‑level guidance on employer retirement plan options but does not accept trading discretion, so clients implement recommendations and custodians deliver account statements and proxies.
Compared with many independent peers, the firm uses a retainer‑style fee model tied to assets under advisement rather than charging percentage‑of‑AUM investment management fees, and it focuses exclusively on planning/consulting rather than ongoing portfolio management. It also coordinates with a related financial‑coaching business (including potential fee waivers for coaching participants) and provides a veteran discount, while the firm’s principal maintains non‑advisory employment and military service that are disclosed as outside business activities.
Client services
Expertise
Demographic focus
Fee options
$0 - $10,000: $50.00 per month $10,001 - $250,000: $75.00 per month $250,001 - $750,000: $100.00 per month $750,001 - $1,250,000: $125.00 per month $1,250,001 - $1,750,000: $150.00 per month $1,750,001 - $2,250,000: $175.00 per month $2,250,001 - $3,000,000: $200.00 per month $3,000,000+: $250.00 per month
Additional meetings beyond included meetings charged at $250 per meeting (up to 60 minutes). Additional hours requested for in-depth plan analysis charged at $250 per hour.
Minimum fee: Initial relationship startup fixed fee of $1,250, which may be waived or reduced at the Advisor's discretion. Fee-only: Financial planning and consulting services under a variable fee basis charged as a yearly retainer fee paid monthly based on Assets Under Advisement (AUA) tiers.
Main office
Davis Junction IL
Advisors at this office
1
Most active in
Illinois
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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