Ha Wealth Advisors Inc. fees and pricing
Financial planner in Cedar City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Ha Wealth Advisors Inc. charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ha Wealth Advisors Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of HAWA's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of HAWA’s fees, within five business days of signing the Financial Planning Agreement.”
How Ha Wealth Advisors Inc.’s fees compare
- Its flat or project fee of $500-$5,000 spans the Utah median of $2,050. 62% of the 63 other Utah planners that publish a flat or project fee charge less.
About Ha Wealth Advisors Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 250
- Employees
- 2
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $85,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325764
- Phone
- (435) 867-1111
Other planners in Cedar City that publish fees
- Heaton Financial, PCCedar City$200/hr
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.