# Tias Planners

> Tias Planners is a state-registered investment advisory firm in Annapolis, MD, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 1, 2025.

- CRD: 122348
- Filed as: TIAS PLANNERS
- Legal name: Hays, Steven, K
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: February 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122348
- AdvisorCensus page: https://advisorcensus.com/firm/tias-planners-annapolis-md-122348

## Quick answers

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

**Where is Tias Planners located?**
Tias Planners' principal office is in Annapolis, MD, according to its Form ADV.

**Is Tias Planners registered with the SEC or a state?**
Tias Planners is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 122348.

**How much does Tias Planners manage?**
Tias Planners reports $10,170,000 in regulatory assets under management in its Form ADV filing dated February 1, 2025 (0% discretionary).

**What types of clients does Tias Planners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does Tias Planners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122348

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,170,000
- Discretionary: $0
- Non-discretionary: $10,170,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $10,170,000 |

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

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tiasplanners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tias Planners (CRD 122348): Form ADV filing data as of October 2026.