David Haas is a CFP-designated registered investment advisor at Cereus Financial Advisors, LLC, based in Franklin Lakes, NJ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 31 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
795 Franklin Avenue, Suite 205, Building B, Franklin Lakes, NJ, 07417
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is involved with the Financial Planning Association of NJ as Education Director, President-Elect, and President. He dedicates about 10-20% of his time to this role, heading the Education Committee and participating in budgetary oversight.
Employment History
Current Registrations
Cereus Financial Advisors, LLC
Previous Registrations
Scipione Wealth Advisors, INC.
State Registrations2 states
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