Barrett Haus
Haus Financial Solutions · Orlando, Florida
Barrett Haus is a fee-only financial advisor at Haus Financial Solutions in Orlando, Florida. Barrett focuses on tax planning, retirement planning and small business owners. Haus Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Haus Financial Solutions |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $82.6M across 61 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5087042 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.hausfinancial.com |
How Barrett's firm compares
- Haus Financial Solutions's average account is about $1.4 million, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Barrett
Is Barrett Haus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barrett holds no broker registration, and Haus Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barrett charge for financial advice?
Barrett's firm, Haus Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barrett Haus based?
Barrett Haus is based in Orlando, Florida.
What does Barrett specialize in?
Barrett's specialties include tax planning, retirement planning and small business owners. Barrett works with high earners.
Is Barrett Haus registered with the SEC?
Yes. Barrett Haus is registered as an investment adviser representative in FL (CRD 5087042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Haus Financial Solutions manage?
Haus Financial Solutions reports $82.6M across 61 accounts in assets under management.
How do I contact Barrett Haus?
Through Barrett's website, www.hausfinancial.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
- Haus Financial Solutions 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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