James Haas
James Haas is a registered investment advisor at Haas Investment Management LLC, based in Newport News, VA, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan - Negotiable fixed fee up to $2,500, depending on complexity and client needs. This includes a review of wills, estate plans/trusts, investments, taxes, and insurance.
- Hourly financial planning - $200 per hour, depending on complexity and client needs. Clients will receive recommendations in writing.
Location
712 Mobjack Place, Newport News, VA, 23606
Get directionsHistory
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 ActivitiesSells Insurance
James is involved in insurance sales and services under the name Haas Investment in Newport News, VA. He spends nearly all of his time on this business practice.
Employment History
Current Registrations
Haas Investment Management LLC
Previous Registrations
Vsr Advisory Services
Royal Alliance Associates, INC.
Dukes & CO Advisory, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.