Alejandro Haas
Copper Square Private Wealth, LLC · Phoenix, Arizona
Alejandro Haas is a fee-only financial advisor at Copper Square Private Wealth, LLC in Phoenix, Arizona, who holds the CFP and CIMA credentials. Alejandro charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $2,500 a year and one-time plans from $1,500) and focuses on equity compensation, retirement planning and student loans.
Request an introduction to Alejandro →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Copper Square Private Wealth, LLC |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $1,500 · 0.75% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $81K across 1 accounts |
| Credentials | CFP · CIMA |
| SEC registration | Investment adviser representative in AZ · CRD 2851360 |
| Exams passed | Series 63 (1997) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | coppersquarepw.com |
| Profile |
How Alejandro's firm compares
- Ongoing planning starts at $2,500 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, in line with the Arizona median of $1,650 for fee-only firms that publish prices.
- Copper Square Private Wealth, LLC's average account is about $81,000, from its Form ADV (assets managed divided by 1 accounts).
Request an introduction to Alejandro
Tell Alejandro a little about what you're looking for. Alejandro isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alejandro
Is Alejandro Haas a fee-only financial advisor?
Yes. Alejandro Haas is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alejandro's firm.
How does Alejandro charge for financial advice?
Alejandro charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Alejandro charge?
According to Copper Square Private Wealth, LLC's website, checked October 28, 2026: ongoing planning from $2,500 a year; one-time plans from $1,500; 0.75% a year on the first tier of assets managed.
Where is Alejandro Haas based?
Alejandro Haas is based in Phoenix, Arizona.
What does Alejandro specialize in?
Alejandro's specialties include equity compensation, retirement planning, student loans, small business owners, tax planning and estate & legacy planning. Alejandro works with pre-retirees.
What credentials does Alejandro Haas hold?
Alejandro Haas holds the CFP and CIMA credentials.
Is Alejandro Haas registered with the SEC?
Yes. Alejandro Haas is registered as an investment adviser representative in AZ (CRD 2851360), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Copper Square Private Wealth, LLC manage?
Copper Square Private Wealth, LLC reports $81K across 1 accounts in assets under management.
How do I contact Alejandro Haas?
Through Alejandro's website, coppersquarepw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Copper Square Private Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.