Haas Financial, Inc. fees and pricing
Financial planner in Sanibel, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 30, 2026, Haas Financial, Inc. charges a flat or project fee of $1,500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$4,000
“Haas Financial offers financial planning services for a fixed engagement fee ranging from $1,500 to $4,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haas Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees are billed quarterly, following the end of each month, pursuant to the terms of the retirement plan advisory agreement.”
How Haas Financial, Inc.’s fees compare
- Its flat or project fee of $1,500-$4,000 is below the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
About Haas Financial, Inc.
- Firm size: 4 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2024 (2 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
- 138
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $98,376,907
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329490
- Phone
- (651) 328-8070
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date?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.