William Haase
365 Wealth Management Group · Mason, Ohio
William Haase is a fee-only financial advisor at 365 Wealth Management Group in Mason, Ohio. 365 Wealth Management Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | 365 Wealth Management Group |
|---|---|
| Based in | Mason, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $186.6M across 1,285 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1125283 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.365wmg.com |
How William's firm compares
- 365 Wealth Management Group's average account is about $145,000, from its Form ADV (assets managed divided by 1,285 accounts).
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Questions about William
Is William Haase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and 365 Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, 365 Wealth Management Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Haase based?
William Haase is based in Mason, Ohio.
Is William Haase registered with the SEC?
Yes. William Haase is registered as an investment adviser representative in OH (CRD 1125283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 365 Wealth Management Group manage?
365 Wealth Management Group reports $186.6M across 1,285 accounts in assets under management.
How do I contact William Haase?
Through William's website, www.365wmg.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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