Haas Financial Services Inc

Overview

Haas Financial Services Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which appears to be integrated with its advisory offerings. The firm charges fees through a mix of percentage-of-AUM, hourly and fixed fees, and commission-based arrangements. It is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives