Adviser Profile
| As of Date | 08/14/2026 |
| Registration status | Registration Changed to HAWS FINANCIAL PLANNING LLC |
| ADV Location | SIERRA VISTA, AZ, United States |
| Contact Info | (52 xxxxxxx |
| Websites |
| AUM* | 105,000,000 239% |
| of that, discretionary | 105,000,000 239% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 583,333 340% |
| % High Net Worth | 100.00% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds