# Haas Financial Services Inc

> Haas Financial Services Inc is a state-registered investment advisory firm, registered since 1985, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 122450
- Filed as: HAAS FINANCIAL SERVICES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122450
- AdvisorCensus page: https://advisorcensus.com/firm/haas-financial-services-inc-122450

## Quick answers

**How is Haas Financial Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Haas Financial Services Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Haas Financial Services Inc registered with the SEC or a state?**
Haas Financial Services Inc is a state-registered investment advisory firm, registered since 1985. Status as filed: APPROVED. CRD 122450.

**How much does Haas Financial Services Inc manage?**
Haas Financial Services Inc reports $3,784,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary).

**What types of clients does Haas Financial Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Haas Financial Services Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122450

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $3,784,000
- Discretionary: $3,739,000
- Non-discretionary: $45,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $3,784,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1985 (40 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- haasfsi.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haas Financial Services Inc (CRD 122450): Form ADV filing data as of October 2026.