David Haahr
Reagan Companies Asset Management · Syracuse, New York
David Haahr is a fee-only financial advisor at Reagan Companies Asset Management in Syracuse, New York, who holds the CFP credential. Reagan Companies Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Reagan Companies Asset Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 4635464 |
| Exams passed | Series 66 (2003) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.reaganinvesting.com |
| Profile |
How David's firm compares
- Reagan Companies Asset Management's average account is about $553,000, from its Form ADV (assets managed divided by 2,100 accounts).
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Questions about David
Is David Haahr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Reagan Companies Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Reagan Companies Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Haahr based?
David Haahr is based in Syracuse, New York.
What credentials does David Haahr hold?
David Haahr holds the CFP credential.
Is David Haahr registered with the SEC?
Yes. David Haahr is registered as an investment adviser representative in FL and NY (CRD 4635464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reagan Companies Asset Management manage?
Reagan Companies Asset Management reports $1.16B across 2,100 accounts in assets under management.
How do I contact David Haahr?
Through David's website, www.reaganinvesting.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
- 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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