HAESE FINANCIAL GROUP INC

Overview

Haese Financial Group Inc is a small corporate advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm operates primarily through non-discretionary client relationships and offers a mix of fee structures—percentage of AUM, hourly charges, and fixed fees—so engagement terms can be tailored to client preferences. It is set up as an individually owned corporation and maintains industry ties to a broker-dealer and an insurance company, which supports distribution and insurance-product access alongside its advisory services. The firm does not position itself as an ESG investor, is not listed as a multi-state adviser, and does not act as a capital allocator or pension consultant. Haese Financial Group’s product mix and stated activities indicate a hybrid advisory posture: it provides ongoing portfolio management guidance but relies on client-directed execution in many cases. That positioning suggests the firm is structured to serve clients who want planning and investment advice without ceding full trading authority.

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