Haire Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Haire Wealth Management reports 164 clients. They include 102 high-net-worth individuals and 62 individual clients. Of its assets, 100.0% ($102M across 164 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 12% |
| High-net-worth individuals | 62% | 88% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 62 | $12.2M | 12.0% | $197K |
| High-net-worth individuals | 102 | $89.8M | 88.0% | $880K |
| Total | 164 | $102M | 100% | $622K |
- Clients
- 62
- Regulatory AUM
- $12.2M
- AUM share
- 12.0%
- Avg. per client
- $197K
- Clients
- 102
- Regulatory AUM
- $89.8M
- AUM share
- 88.0%
- Avg. per client
- $880K
Total
- Clients
- 164
- Regulatory AUM
- $102M
- AUM share
- 100%
- Avg. per client
- $622K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Haire Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting services are billed at $500 per hour, negotiated case by case.
- Financial Planning
- Financial planning is a flat fee, generally $1,000 to $5,000, or an hourly rate typically of $500 per hour.
- Retirement Planning
- Retirement plan accounts are charged an annual asset-based fee of no more than 1.35%, calculated quarterly in arrears.
Robin Haire owns 75% or more of Haire Wealth Management. The leadership team of Haire Wealth Management includes President Robin Haire. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Haire Wealth Management, Inc.
Robin Haire
Control person · since January 2026
Besides its headquarters, Haire Wealth Management has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 103 Court Street, TupeloHQ
Contact and registration details
- Legal name
- Haire Wealth Management, Inc.
- Headquarters
- 103 Court Street, Tupelo, MS 38804
- Website
- Not reported
- Phone
- 662-844-3501
- @haire-wealth-management-inc
- SEC file
- 801-135729
- Structure
- Mississippi corporation
- Fiscal year end
- December
Haire Wealth Management does not have custody of client assets.
At year end, Haire Wealth Management’s separately managed accounts were mostly in funds (57%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds57%
- Bonds3%
- Cash7%
How many clients does Haire Wealth Management have?
Haire Wealth Management has 164 clients and manages $102 million for them, as of May 2026. They include 102 high-net-worth individuals and 62 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Haire Wealth Management offer?
Haire Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Haire Wealth Management have?
Haire Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Haire Wealth Management invest in?
At the end of its last fiscal year, Haire Wealth Management’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 7% cash and equivalents and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Haire Wealth Management?
Haire Wealth Management’s direct owner is Robin Haire (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Haire Wealth Management get paid?
Haire Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Haire Wealth Management?
Haire Wealth Management’s main office is at 103 Court Street, Tupelo, MS 38804. Its phone number is 662-844-3501.
