HAWS FINANCIAL PLANNING LLC

HAWS FINANCIAL PLANNING LLC of SIERRA VISTA, AZ is an SEC-registered investment adviser (CRD 299122). Regulatory assets under management: $105.0M.

Registration

• CRD: 299122
• SEC file number: 801-137019
• Type: Registered investment adviser
• Location: 3499 CANYON DE FLORES, SUITE E, SIERRA VISTA, AZ, 85650
• Phone: (520) 843-1559
• Latest filing: 2026-07-30
• Regulatory AUM: $105.0M
• Discretionary AUM: $105.0M
• Clients: 3
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search