Advisor at Cereus Financial Advisors, LLC
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Firm
Cereus Financial Advisors, LLC
Location
Franklin Lakes, NJ 07417
Credentials
CFP®, Series 65
Industry experience
12 years
David Haas is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has been with Cereus Financial Advisors, LLC since 2015. Haas serves as Education Director, President-Elect in 2023, and President in 2024 for the Financial Planning Association of New Jersey, where he leads the Education Committee and participates in executive oversight. Cereus Financial Advisors provides investment advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and a structured college-planning product. The firm combines passive quantitative models with selected external managers and employs active tax management, using third-party decision-support tools alongside human oversight.
Based on Cereus Financial Advisors, LLC
Based on Cereus Financial Advisors, LLC
Financial planning initial fees range from $2,100 to $5,600 depending on client complexity; Renewal fees from $1,050 to $2,800; College planning service $1,500 total fee.
$0 - $250,000: 1.00% $250,000 - $500,000: 0.95% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.65%
Financial planning services hourly rate of $300/hour; Additional college planning coaching sessions at $300/hour.
Fee-only: Investment management fees based on tiered schedule; Financial planning fees; College planning fees; Retirement plan advisory fees.
795 Franklin Avenue, Suite 205, Building B
Franklin Lakes, NJ 07417
New Jersey · New York
Cereus Financial Advisors, LLC
2015 - Present (11 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:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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