Heather Haas
Imperium Wealth Management, LLC · San Antonio, Texas
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.
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Specialties
Who they serve
- High earners
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 | $264.6M across 795 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6626384 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | imperiumwealth.com |
| Profile |
How Heather's firm compares
- Imperium Wealth Management, LLC's average account is about $333,000, from its Form ADV (assets managed divided by 795 accounts).
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Questions about Heather
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Imperium Wealth Management, 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.
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