Advisor at Empire Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Empire Financial Group, LLC
Location
Orlando, FL
Credentials
Series 65
Industry experience
19 years
Barrett Haus is the sole advisor at Empire Financial Group, LLC in Orlando, FL, holding a Series 65 license with 19 years of industry experience. He has operated Empire Financial Group and Haus Financial Solutions LLC since 2007. In addition to his advisory role, he owns an accounting and tax preparation business serving small businesses. Empire Financial Group is an independent registered investment adviser that provides discretionary investment management and financial planning primarily for individual clients. The firm employs a top-down sector-rotation strategy focused on established, dividend-paying companies and emphasizes tax efficiency through longer holding periods and infrequent trading.
Based on Empire Financial Group, LLC
Financial planning fixed fees typically range from $750 to $2,500
$0 - $150,000: 1.6% annually $150,001 - $250,000: 1.2% annually $250,001 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.8% annually $1,000,001 - $1,500,000: 0.6% annually $1,500,001 - $2,000,000: 0.5% annually $2,000,001+: 0.4% annually
Investment management consultation: $150/hour; Financial planning: $200/hour
Account minimum: $50,000 Fee-only: Hourly fee: $150/hour for investment management consultation; Financial planning hourly fee: $200/hour
Orlando, FL
Florida
Empire Financial Group LLC
2007 - Present (19 years)
Haus Financial Solutions LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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