A Different Kind of Financial Planner
The Financial Advising industry is full of high fees, hidden costs, confusing lingo, and high barriers to entry..... We are here to change that.
Haas Trade Advisor's is a Fiduciary Comprehensive Financial Planning/Advising Firm with a different kind of business model. We use an Assets Under Advisement (AUA) structure with lower fees, higher transparency, and have no minimum account balance to start working with us.
Most importantly - we follow Jesus' golden rule and treat you and your family as we wish ours to be treated.
See the Meet the Founder page to learn more about our beliefs.
How are we Different?
We are a Fiduciary
You Control YOUR Money
Transparent Pricing
As a Fiduciary we are legally required to put your best interest first. This means we only ever recommend products and investments that help you achieve your financial goals. We DO NOT receive any kickbacks for the investing products we recommend.
We never take custody of your money. We provide investment advice to you based on your Comprehensive Financial Plan that we build together. You are ALWAYS in complete control and it is entirely up to you if you want to implement our Financial & Investment Advice.
We do not have a complicated fee structure with multiple layers, that secretly eats away at your investment returns. After the initial start up fee, we charge a flat monthly fee based on our agreed upon Assets Under Advisement (AUA). Check out Our Pricing page to learn more.
Financial Planning
With Our Comprehensive Financial Planning services you will know where you are, where you want to be, and have realistic actionable steps on how to get there.
Debt Elimination
As someone who has had mountains of debt earlier in life and knows the stress first hand, we work with our clients to help them get out of debt but most importantly STAY out of debt. It may not be easy, but we will be there helping you every step of the way.
Investment Advising
As an AUA firm we can provide investment advice for various types of investing accounts such as your 401(k), TSP, IRA, 529's, individual brokerage accounts, and many more!
Financial Coaching
Building a financial plan is the easy part but we don't stop there. We implement financial coaching into our services to help you gain the financial knowledge and confidence in yourself to stay on track and achieve your financial goals, and ultimately Financial Freedom.
Retirement Planning
Our financial planning services will help you build a retirement plan so you can retire when you want and live your golden years on your own terms.
Why Haas Trade Advisors
I created Haas Trade Advisors because Professional Financial Guidance shouldn't be a luxury. Most firms ignore those without substantial assets, but not us!
By using an AUA fee-only model we can work with those young professionals and families who typically wouldn't be able to take advantage of Professional Financial Planning and Advising.
Schedule Your FREE Discovery Session Today!
Contact Us
advisor
Mailing ADDRESS
GET IN TOUCH
Business HOURS
Haas Trade Advisors
Nathan Haas
Financial Advisor
5970 E. State St.
Unit #118
Rockford, IL 61108
Nhaas@haastradeadvisors.com
815-706-4376
Monday - Thursday
9:00 am – 3:30 pm