# Haire Wealth Management, Inc.

> 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.

- CRD: 339998
- Filed as: HAIRE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tupelo, MS
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339998
- AdvisorCensus page: https://advisorcensus.com/firm/haire-wealth-management-inc-tupelo-ms-339998

## Quick answers

**How is Haire Wealth Management, Inc. compensated?**
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).

**How much does Haire Wealth Management, Inc. charge?**
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.

**Where is Haire Wealth Management, Inc. located?**
Haire Wealth Management, Inc.'s principal office is in Tupelo, MS, according to its Form ADV.

**Is Haire Wealth Management, Inc. registered with the SEC or a state?**
Haire Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339998.

**How much does Haire Wealth Management, Inc. manage?**
Haire Wealth Management, Inc. reports $101,972,292 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Haire Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (62).

**Does Haire Wealth Management, Inc. report any disciplinary disclosures?**
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

**What changed in Haire Wealth Management, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 18, 2026)

- Flat fee: $1,000 to $5,000 (financial planning services)

> Flat fees are generally $1,000 to $5,000, whereas our hourly rate is typically $500 per hour.

- Hourly rate: $500 an hour (financial planning services)

> We charge a $500 per hour for consulting services; the specific cost will be detailed in the agreement with you.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $101,972,292
- Discretionary: $101,972,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $12,218,056 |
| High net worth individuals | 102 | $89,754,236 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hairewealthmanagement.com
- Facebook @hairewealthmanagement
- LinkedIn @haire-wealth-management-inc
- X @HaireWealth

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $0 to $101,972,292.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haire Wealth Management, Inc. (CRD 339998): Form ADV filing data as of October 2026.