Aaron Haase
Avondale Wealth Advisors · West Lake Hills, Texas
Aaron Haase is a fee-only financial advisor at Avondale Wealth Advisors in West Lake Hills, Texas. Aaron focuses on family wealth transfer, estate & legacy planning and tax planning. Avondale Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- High earners
Facts
| Firm | Avondale Wealth Advisors |
|---|---|
| Based in | West Lake Hills, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $326.7M across 610 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8287479 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | avondalewealth.com |
How Aaron's firm compares
- Avondale Wealth Advisors's average account is about $536,000, from its Form ADV (assets managed divided by 610 accounts).
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Questions about Aaron
Is Aaron Haase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Avondale Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Avondale Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Aaron Haase based?
Aaron Haase is based in West Lake Hills, Texas.
What does Aaron specialize in?
Aaron's specialties include family wealth transfer, estate & legacy planning and tax planning. Aaron works with multi-generational families, founders, executives and high earners.
Is Aaron Haase registered with the SEC?
Yes. Aaron Haase is registered as an investment adviser representative in TX (CRD 8287479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avondale Wealth Advisors manage?
Avondale Wealth Advisors reports $326.7M across 610 accounts in assets under management.
How do I contact Aaron Haase?
Through Aaron's website, avondalewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Avondale Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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