Haas Trade Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Haas Trade Advisors provides financial planning and consulting services to individual clients, delivering written financial plans that cover topics such as asset allocation, retirement, tax, estate, cash flow and education planning. The firm does not manage client assets or accept trading discretion; clients retain responsibility for implementing recommendations and the firm also offers consultations for retirement-plan participants.
The firm’s process emphasizes holistic, goal-based planning delivered primarily via virtual meetings, including an annual review, additional on-demand sessions, and ongoing email support. Investment guidance is typically long-term and strategic, relying on fundamental analysis and accommodating special situations (for example legacy holdings or tax considerations) rather than market timing or active trading.
Distinctive aspects for a firm without active registered advisors include a primary focus on formal financial planning and the use of fixed-fee billing arrangements, with the brochure describing an upfront engagement charge and recurring fixed payments and a connection to a separate financial coaching business that can affect initial fees. The firm is newly registered, does not act as a private-fund adviser, and accepts client payments through a third-party online processor.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
General retirement planning
Cash flow / budgeting
General tax planning
Fee options
$0 - $10,000: $25.00 monthly fee $10,001 - $50,000: $50.00 monthly fee $50,001 - $75,000: $75.00 monthly fee $75,001 - $100,000: $100.00 monthly fee $100,001 - $125,000: $125.00 monthly fee $125,001 - $150,000: $150.00 monthly fee $150,001 - $200,000: $175.00 monthly fee $200,001 - $500,000: $200.00 monthly fee $501,000 - $1,000,000: $250.00 monthly fee $1,000,001+: $300.00 monthly fee
Minimum fee: Initial fixed fee of $1,000 (may be waived or reduced); monthly fixed fees based on Assets Under Advisement (AUA) tiers ranging from $25 to $300 per month depending on AUA Fee-only: Fixed fees only—initial fixed fee plus monthly tiered fees; no commissions
Main office location
Haas Trade Advisors LLC
Davis Junction IL, United States
Number of offices
1
Most active in
Haas Trade Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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