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HAWS FINANCIAL PLANNING LLC
CRD 299122
3499 CANYON DE FLORES, SUITE E, SIERRA VISTA, AZ, 85650, United States
Phone
(520) 843-1559
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.2M
Discretionary AUM
$68.2M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsSPEAKING ENGAGEMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $68.2M |
All web addresses on file
Official SEC filing: View on IAPD