H
Haskell Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,901,084
Clients
13
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$607,776
About
Haskell Financial Services, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals, families, and trusts, managing approximately $7.9 million for a small group of clients. The firm offers separately managed account programs implemented through Charles Schwab and provides financial planning on an hourly or fixed‑fee basis.
The adviser builds individualized investment policy statements and implements strategies ranging from long‑term buy‑and‑hold to shorter‑term and trading approaches, typically with discretionary authority and monthly, quarterly and annual reviews. The brochure describes use of both fundamental and technical analysis and ongoing monitoring to align asset allocation and security selection with each client’s risk tolerance and objectives.
What distinguishes the firm is its principal’s combined background as a licensed attorney and a Certified Financial Planner — the brochure discloses that any legal advice is incidental to the advisory relationship and that the principal also provides economic consulting outside the firm, which the brochure notes may create time‑allocation considerations. The firm’s Form ADV also indicates an unusually broad client mix for a solo independent adviser — in addition to individuals it lists corporate and business clients, charitable organizations, pension or profit‑sharing plans, insurance companies, banking or thrift institutions, state or municipal entities, sovereign wealth funds and other investment advisers — which the brochure says may lead to bespoke arrangements and case‑by‑case fee negotiations.
Client services
Financial planning
Portfolio management
Occupation focus
Executive
Fee options
Fixed fee financial planning services ranging from $1,000 to $2,500, negotiable based on complexity
$0 - $500,000: 1% $500,000.01 - $1,000,000: 0.5% $1,000,000.01+: 0.1%
$300 to $500 per hour, minimum $500 for first hour
Account minimum: $250,000 Fee-only: Hourly fees of $300 to $500 per hour; minimum $500 for first hour; fixed fees typically range from $1,000 to $2,500 (negotiable)
Main office location
Haskell Financial Services, LLC
Ladera Ranch CA, United States
Number of offices
1
Most active in
Haskell Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
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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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