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Firm profile

Haws Financial Planning LLC

SIERRA VISTA, AZCRD 299122Latest ADV July 30, 2026

Haws Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sierra Vista, AZ. Its latest Form ADV filing, dated July 30, 2026, reports $105M in regulatory assets under management, 3 employees, and 180 accounts.

Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
90
Primary office
SIERRA VISTA, AZ
3499 CANYON DE FLORES, SUITE E, SIERRA VISTA, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODallen J. Haws

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
90

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$105Mas of July 30, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$105M
Total Accounts180
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee30:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.