Haslet Advisors, LLC

Overview

Haslet Advisors, LLC operates as a small, independent registered investment adviser serving individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, discretionary portfolio management, and selection of other advisers. Its fee menu includes percentage-of-AUM pricing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and one-off planning or advisory projects. Investment activity favors pooled public funds rather than concentrated direct-stock portfolios. The adviser manages portfolios for individuals and small businesses and also offers portfolio management for businesses or institutions, suggesting familiarity with account-structure needs beyond retail household investing. Haslet Advisors is not positioned as an ESG-focused manager and it does not identify as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices