Samuel Haager
Samuel Haager is a CFP-designated registered investment advisor at S Harris Financial Group, LLC, based in San Antonio, TX, with 3 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 247 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management and investment management fees range up to 2.00% and are negotiable based on the scope and complexity of services, assets managed, and overall relationship.
Fee Estimator
Location
4456 Lockhill Selma Rd, Suite 101, San Antonio, TX, 78249
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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 ActivitiesSells Insurance
Samuel works as an insurance agent for S. Harris Financial Group, LLC, starting in October 2024. He dedicates a few hours per week to selling and servicing insurance positions.
Employment History
Current Registrations
S Harris Financial Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.
Exams
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