Haws Financial Planning LLC: new SEC registration, $105M AUM, Sierra Vista, AZ
Haws Financial Planning LLC (Sierra Vista, Arizona): new SEC registration, $105M AUM, Sierra Vista, AZ. Its amount of 105 is below the median of 134 (17th percentile). Dated 84 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Haws Financial Planning LLC |
| Legal name | Haws Financial Planning LLC |
| CRD | 299122 |
| Status | Approved |
| Registered with the SEC | 2026-08-12 |
| Latest Form ADV filing | 2026-07-30 |
| Location | Sierra Vista, AZ, United States |
| Regulatory AUM | $105,000,000 |
| Accounts | 180 |
| Employees | 3 |
| Website | https://planyourfederalbenefits.com/ |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (AZ first): Asset Growth Solutions, LLC · Numerixs Investment Technologies INC · 345 Investment Advisory, LLC · Family Office Investment Advisory LLC · Arcwood Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Haws Financial Planning LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Haws Financial Planning LLC's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Haws Financial Planning LLC in Sierra Vista, Arizona?
Haws Financial Planning LLC received SEC registration as an investment adviser (2026-08-12) with $105,000,000 in regulatory assets under management, based in Sierra Vista, AZ.
How does Haws Financial Planning LLC compare to other Arizona NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 84 days old; check the official source for later updates before acting.
Haws Financial Planning LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Haws Financial Planning LLC | Sierra Vista, AZ | 105 | 17th | 2026-08-12 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.