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Gary Haack
29 Years of Experience
2 DisclosuresSells Insurance
Gary Haack is a registered investment advisor at Compass Financial Management LLC, based in San Antonio, TX, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
40 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$384K average
Assets Under Management
$519.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1100 NW Loop 410 Suite 700, San Antonio, TX, 78213
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2015Settled
Customer Dispute
July 2009Closed-No Action
Other Business ActivitiesSells Insurance
Gary is the owner of Texas Retirement Strategies, offering fixed annuities and life insurance. This takes about half of his time.
Employment History
Current Registrations
Compass Financial Management LLC
February 2026 - Present · 2 mos
Previous Registrations
Creativeone Wealth, LLC
November 2017 - February 2026 · 8 yrs 3 mos
Corecap Investments, INC.Broker
June 2016 - December 2017 · 1 yr 6 mos
Corecap Advisors
June 2016 - December 2017 · 1 yr 6 mos
Fsc Securities Corporation
August 2013 - June 2016 · 2 yrs 10 mos
Fsc Securities CorporationBroker
August 2013 - June 2016 · 2 yrs 10 mos
Alamo Asset Advisors
September 2009 - August 2013 · 3 yrs 11 mos
Wfg Investments, INC.Broker
July 2009 - August 2013 · 4 yrs 1 mo
Next Financial Group, INC.
June 2008 - July 2009 · 1 yr 1 mo
Next Financial Group, INC.Broker
June 2008 - July 2009 · 1 yr 1 mo
LPL Financial Corporation
November 2006 - June 2008 · 1 yr 7 mos
LPL Financial CorporationBroker
November 2006 - June 2008 · 1 yr 7 mos
Jefferson Pilot Securities CORP
July 2005 - November 2006 · 1 yr 4 mos
Jefferson Pilot Securities CorporationBroker
July 2005 - November 2006 · 1 yr 4 mos
Citistreet Equities LLCBroker
December 2004 - August 2005 · 8 mos
Citistreet Financial Services LLC
December 2004 - August 2005 · 8 mos
Securities America Advisors, INC.
November 2004 - January 2005 · 2 mos
Securities America, INC.Broker
October 2004 - January 2005 · 3 mos
Lincoln Financial Advisors CorporationBroker
November 2003 - October 2004 · 11 mos
The Lincoln National Life Insurance CompanyBroker
November 2003 - October 2004 · 11 mos
Lincoln Financial Advisors Corporation
November 2003 - October 2004 · 11 mos
Veravest Investments, INC.Broker
July 2001 - November 2003 · 2 yrs 4 mos
American General Financial Advisors, INC.Broker
February 1998 - July 2001 · 3 yrs 5 mos
The Variable Annuity Marketing CompanyBroker
September 1996 - July 2001 · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.