# Haws Financial Planning LLC

> Haws Financial Planning LLC is an SEC-registered investment advisory firm in Sierra Vista, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 299122
- Filed as: HAWS FINANCIAL PLANNING LLC
- Also doing business as: HAWS FEDERAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sierra Vista, AZ
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299122
- AdvisorCensus page: https://advisorcensus.com/firm/haws-financial-planning-llc-sierra-vista-az-299122

## Quick answers

**How is Haws Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Haws Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Haws Financial Planning LLC charge?**
Its Form ADV Part 2A brochure dated July 6, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it); Subscription: $100 to $1,000 a month (Comprehensive Financial Planning); Flat fee: $950 to $10,000 (Project-Based Financial Planning); Hourly rate: $100 to $500 an hour (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Haws Financial Planning LLC located?**
Haws Financial Planning LLC's principal office is in Sierra Vista, AZ, according to its Form ADV.

**Is Haws Financial Planning LLC registered with the SEC or a state?**
Haws Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 299122.

**How much does Haws Financial Planning LLC manage?**
Haws Financial Planning LLC reports $105,000,000 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**What types of clients does Haws Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (90).

**Which custodians does Haws Financial Planning LLC use?**
Haws Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Haws Financial Planning LLC 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/299122

**Does Haws Financial Planning LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 6, 2026 says: "We do not have a minimum account size requirement."

**What changed in Haws Financial Planning LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## 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 July 6, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> Our flat fee ranges from 1% - 1.50%, based on complexity. The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis based on the value of Client’s account(s) as of the last day of the billing period.

- Account minimum: None

> We do not have a minimum account size requirement.

- Subscription: $100 to $1,000 a month (Comprehensive Financial Planning)

> Haws Financial Planning charges a recurring fixed fee for Comprehensive Financial Planning. Fees are paid monthly in arrears, ranging from $100 to $1,000 per month.

- Flat fee: $950 to $10,000 (Project-Based Financial Planning)

> Fixed Fee- The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $950.00- $10,000.00.

- Hourly rate: $100 to $500 an hour (Project-Based Financial Planning)

> Hourly Fee- The hourly fee ranges between $100 and $500 per hour, depending on complexity and is due at the completion of the engagement.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,000,000
- Discretionary: $105,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 90 | $105,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, MD, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hawsfederaladvisors.com](https://hawsfederaladvisors.com)
- [planyourfederalbenefits.com](https://planyourfederalbenefits.com)
- [podcasts.apple.com/us/podcast/haws-federal-advisors-podcast/id1496285434](https://podcasts.apple.com/us/podcast/haws-federal-advisors-podcast/id1496285434)
- YouTube @PlanYourFederalBenefits

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haws Financial Planning LLC (CRD 299122): Form ADV filing data as of October 2026.