HAWS FINANCIAL PLANNING LLC

CRD 299122File 801-137019

APPROVED

Retail clients

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$105.0M

Bottom 25% of cohort (national)

Discretionary AUM

$105.0M

Clients

180 accounts

Employees

Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 12, 2026
Principal office: 3499 CANYON DE FLORES, SUITE E, SIERRA VISTA, AZ, 85650
Phone: (520) 843-1559
Website: https://planyourfederalbenefits.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $105.0M
Discretionary AUM: $105.0M
Non-discretionary AUM: $0
Discretionary accounts: 180
Non-discretionary accounts: 0
Total accounts: 180
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	90	$105.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Registration	—	APPROVED
Aug 17, 2026	Aum	—	105000000
Aug 17, 2026	Clients	—	90
Aug 17, 2026	Accounts	—	180
Aug 17, 2026	Employees	—	3
Aug 17, 2026	Custody	—	false
Aug 17, 2026	Disclosures	—	false

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.