Haas Trade Advisors LLC fees and pricing
Financial planner in Davis Junction, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 26, 2026, Haas Trade Advisors LLC charges a flat or project fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,250
“There will be an initial relationship startup fixed fee of $1,250 to cover for the initial data gathering meeting(s) and the initiation of the financial planning process.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haas Trade Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by Haas Trade Advisors to you.”
- “You should notify Haas Trade Advisors within ten (10) days of receipt of an invoice if you have questions about or dispute any billing entry.”
How Haas Trade Advisors LLC’s fees compare
- Its flat or project fee of $1,250 is below the Illinois median of $4,500. 11% of the 175 other Illinois 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 Trade Advisors LLC
“When providing financial planning and consulting services, my role is to find ways to help you understand your overall financial situation and help you set financial objectives that align with your financial goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338730
- Phone
- (615) 314-5672
Other planners in Illinois that publish fees
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
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.