Haas Trade Advisors provides comprehensive financial planning and consulting services to individuals. Haas Trade Advisors helps clients understand their overall financial situation, set financial objectives, and build written financial plans covering budgeting, cash flow analysis, risk management, asset allocation, college funding, investment planning, and retirement planning. Haas Trade Advisors also offers high-level guidance on retirement plan accounts like Individual Retirement Accounts and 401(k) plans, though Haas Trade Advisors does not have trading authority or manage investment portfolios directly. Clients receive periodic check-in meetings, budgeting software subscriptions, and access to an online client portal depending on their retainer tier. Haas Trade Advisors does not manage money directly or offer investment management services.
Fee Structure
Haas Trade Advisors charges an annual retainer fee for ongoing financial planning and consulting, which is calculated once a year and paid in monthly installments. The cost depends on the total value of the accounts you ask Haas Trade Advisors to provide guidance on:
- $0 to $10,000 — $50.00 per month (includes 4 meetings per year)
- $10,001 to $250,000 — $75.00 per month (includes 4 meetings per year)
- $250,001 to $750,000 — $100.00 per month (includes 5 meetings per year)
- $750,001 to $1,250,000 — $125.00 per month (includes 6 meetings per year)
- $1,250,001 to $1,750,000 — $150.00 per month (includes 7 meetings per year)
- $1,750,001 to $2,250,000 — $175.00 per month (includes 8 meetings per year)
- $2,250,001 to $3,000,000 — $200.00 per month (includes 10 meetings per year)
- $3,000,000 and above — $250.00 per month (includes 12 meetings per year)
Additional meetings beyond your included amount cost $250 per meeting. There is also an initial relationship startup fee of $1,250, though this can be waived or reduced if you complete certain financial coaching programs with a related company.
- Relationship startup fee — $1,250 for initial data gathering and beginning the financial planning process, which can be reduced or waived if you complete qualifying coaching programs
- Additional planning meetings — $250 per meeting if you run out of included meetings during your contract year
- Retirement plan investment option review — $250 per hour if you want an in-depth analysis of retirement plan options beyond the high-level review included in your retainer