Advisor at HA Wealth Advisors Inc.
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
HA Wealth Advisors Inc.
Location
Cedar City, UT 84721
Credentials
Series 63, Series 65
Industry experience
24 years
David Harris is a financial advisor at HA Wealth Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital LLC, and Allegis Investment Services. Outside of advising, he serves as a board member of the Central Iron County Water Conservancy District, is a council member for the city of Enoch, Utah, and plays in a local band. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach, focusing on long-term trading and diversified asset allocation across various asset classes.
Based on HA Wealth Advisors Inc.
Based on HA Wealth Advisors Inc.
$0 - $100,000: 1.50% (total fee) with HAWA’s share 57% $100,001 - $500,000: 1.25% (total fee) with HAWA’s share 48% $500,001+: 1.00% (total fee) with HAWA’s share 35%
Fee-only: Financial planning fixed fees ranging from $500 to $5,000, negotiated per client needs
2069 North Main Street Suite 200
Cedar City, UT 84721
Texas · Utah
HA Wealth Advisors Inc.
2023 - Present (3 years)
DFPG Investments
2018 - 2023 (5 years)
Townsquare Capital LLC
2017 - 2023 (6 years)
Allegis Investment Services
2016 - 2019 (3 years)
Allegis Investment Advisors
2016 - 2018 (2 years)
David Harris
2007 - Present (19 years)
Hughes & Associates Inc
2001 - Present (25 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Is not active or affiliated with:
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.
CFP®, Series 63, Series 65
Cedar City, UT
Heaton Financial, PC
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
Series 63, Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
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