HAAS FINANCIAL, INC.

Overview

Haas Financial, Inc. is an independent registered investment adviser that manages client portfolios on a discretionary basis and serves individual and family clients. The firm operates as a capital allocator: alongside direct portfolio management and financial planning, it selects third-party managers to fill strategy gaps or provide specialist exposure. Fee arrangements include both a percentage of assets under management and fixed fees. Investment activity skews toward pooled public vehicles rather than concentrated single-stock bets. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser. Advisory services emphasized on the ADV include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — signaling a blend of in-house management and outsourced manager access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices