HAWS FINANCIAL PLANNING LLC

Overview

Haws Financial Planning LLC is an independent, single-owner registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory work centers on comprehensive financial planning and portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. It charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. An accounting affiliation is noted, which suggests close coordination with tax or accounting professionals in client engagements.

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Location & Offices