Haas Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on a non-negotiable hourly fee of $200 per hour based on complexity and unique client needs.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Haas Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client will pay nothing to start with the balance payable after 90 days.”
• “Payments are received in two installments; half at the commencement of the plan, with the balance due upon completion of the plan.”
• “Client may cancel within five business days of signing the Investment Advisory Agreement for a full refund.”

How Haas Investment Management LLC’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 2 other planners in Newport News that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Virginia median of $4,250. 26% of the 168 other Virginia planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Haas Investment Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154886

Phone

(757) 873-0454

Other planners in Newport News that publish fees

• Mason & Associates, LLCNewport News$3,000⁠-⁠$20,000, $100⁠-⁠$1,000/mo
• Norseman Advisory Group, Inc.Newport News$250/hr, $300⁠-⁠$1,000/mo
• Pathway Financial Planning, Inc.Newport News$200/hr
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr

Compare all 4 planners in Newport News