# Heather Haas

> Heather Haas is a fee-only financial advisor at Imperium Wealth Management, LLC in San Antonio, Texas, who holds the CFP credential. Heather charges a percentage of assets and an ongoing planning fee (0.45%–1.15% a year of assets managed and typically works with clients with $750,000 or more) and focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/heather-haas/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Imperium Wealth Management, LLC
- **Based in:** San Antonio, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 0.45%–1.15% a year of assets managed; typically works with clients with $750,000 or more
- **Assets under management (firm):** $264.6M across 795 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** High earners
- **CRD:** 6626384 (https://adviserinfo.sec.gov/individual/summary/6626384)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://imperiumwealth.com

## Frequently asked questions

### Is Heather Haas a fee-only financial advisor?

Yes. Heather Haas is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Heather's firm.

### How does Heather charge for financial advice?

Heather charges a percentage of assets and an ongoing planning fee.

### How much does Heather charge?

According to Imperium Wealth Management, LLC's website, checked October 28, 2026: 0.45%–1.15% a year of assets managed; typically works with clients with $750,000 or more.

### Where is Heather Haas based?

Heather Haas is based in San Antonio, Texas.

### What does Heather specialize in?

Heather's specialties include retirement planning, tax planning and small business owners. Heather works with high earners.

### What credentials does Heather Haas hold?

Heather Haas holds the CFP credential.

### Is Heather Haas registered with the SEC?

Yes. Heather Haas is registered as an investment adviser representative in TX (CRD 6626384), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Imperium Wealth Management, LLC manage?

Imperium Wealth Management, LLC reports $264.6M across 795 accounts in assets under management.

### How do I contact Heather Haas?

Through Heather's website, imperiumwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38606): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.imperiumwealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.