Haslet Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haslet Advisors serves a small, primarily wealthier and institutional client base—including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities—and provides comprehensive portfolio management, standalone financial planning and consulting, and third-party sub-advisory oversight. The firm manages assets on a discretionary basis and also facilitates implementation by recommending or monitoring third‑party money managers for clients.
The firm emphasizes individualized portfolio construction and ongoing monitoring, using a mix of fundamental and technical analysis and a range of instruments (stocks, bonds, mutual funds, ETFs, options) with the option to employ long‑term, short‑term, trading, or defensive strategies as appropriate. Haslet conducts due diligence and periodic reviews of third‑party managers and maintains periodic client contact to align portfolios with goals, risk tolerance and time horizons.
Notable distinctions include a regular practice with institutional clients—an uncommon focus among small independent advisors—and an account profile that generally excludes smaller, non‑high‑net‑worth retail relationships (the firm requires higher minimum account balances). The firm also provides atypically broad consulting services for a single‑advisor practice (covering corporate and tax planning, cost segregation studies and other business‑oriented financial planning) and discloses administrative consulting relationships with a private fund, with procedures to address related conflicts of interest.
Client services
Expertise
Fee options
Written financial plans generally assessed minimum fee of $4,500, negotiable
Tiered fee schedule up to 1.50% annually, specifics negotiated in advisory agreement
Up to $500 per hour for financial planning and consulting services
Recurring fees may be charged for financial planning and consulting based on engagement scope
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 regardless of account value, fees are negotiable Fee-only: Hourly fees up to $500/hour for financial planning and consulting; recurring fees may also apply based on engagement
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
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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