{
  "crd_number": 339998,
  "slug": "haire-wealth-management-inc-tupelo-ms-339998",
  "primary_business_name": "HAIRE WEALTH MANAGEMENT, INC.",
  "legal_name": "HAIRE WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Tupelo",
  "state": "MS",
  "country": "United States",
  "cbsa_code": "46180",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 101972292.0,
  "raum_discretionary": 101972292.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12218056.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 89754236.0,
      "count": 102
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MS"
  ],
  "websites": [
    "https://facebook.com/hairewealthmanagement",
    "https://hairewealthmanagement.com",
    "https://linkedin.com/company/haire-wealth-management-inc",
    "https://x.com/HaireWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339998",
  "city_as_filed": "TUPELO",
  "url": "https://advisorcensus.com/firm/haire-wealth-management-inc-tupelo-ms-339998",
  "display_name": "Haire Wealth Management, Inc.",
  "summary": "Haire Wealth Management, Inc. is an SEC-registered investment advisory firm in Tupelo, MS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. Haire Wealth Management, Inc. (CRD 339998): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Haire Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haire Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Haire Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 18, 2026 states: Flat fee: $1,000 to $5,000 (financial planning services); Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Haire Wealth Management, Inc. located?",
      "a": "Haire Wealth Management, Inc.'s principal office is in Tupelo, MS, according to its Form ADV."
    },
    {
      "q": "Is Haire Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Haire Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339998."
    },
    {
      "q": "How much does Haire Wealth Management, Inc. manage?",
      "a": "Haire Wealth Management, Inc. reports $101,972,292 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Haire Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (62)."
    },
    {
      "q": "Does Haire Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339998"
    },
    {
      "q": "What changed in Haire Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $0 to $101,972,292."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 1.",
        "Regulatory assets under management went from $0 to $101,972,292."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 (financial planning services)",
      "Hourly rate: $500 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "Flat fees are generally $1,000 to $5,000, whereas our hourly rate is typically $500 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning services)"
        ],
        "quotes": [
          "We charge a $500 per hour for consulting services; the specific cost will be detailed in the agreement with you."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Flat fees are generally $1,000 to $5,000, whereas our hourly rate is typically $500 per hour.",
      "We charge a $500 per hour for consulting services; the specific cost will be detailed in the agreement with you."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/haire-wealth-management-inc-tupelo-ms-339998.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 12218056.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 102,
      "fewer_than_5": false,
      "raum": 89754236.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339998",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}