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HAWS FINANCIAL PLANNING LLC

SIERRA VISTA, AZ · CRD 299122 · IAPD ↗ · planyourfederalbenefits.com · (520) 843-1559

$105.0MRegulatory AUM
3Advisory reps
3Employees
5Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — HAWS FINANCIAL PLANNING LLC (SIERRA VISTA, AZ) is newly SEC-registered with $105.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.