{"url":"https://nivawealth.com/firms/haire-wealth-management-339998","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339998","regulatoryAum":101972292,"crd":"339998","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4131339","suffix":null,"lastName":"HAIRE","firstName":"ROBIN","middleName":"WILLIAM"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135729","legalName":"Haire Wealth Management, Inc.","displayName":"Haire Wealth Management","slug":"haire-wealth-management-339998","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/haire-wealth-management-inc/","xUrl":"https://x.com/HaireWealth","founded":null,"organization":"Mississippi corporation","fiscalYearEnd":"December","headquarters":{"street":"103 Court Street","city":"Tupelo","state":"MS","stateName":"Mississippi","country":"United States","postalCode":"38804"},"tradeNames":[],"registration":{"secApproved":"31 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":621782.268292683,"staff":{"employees":2,"advisory":1,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":101972292,"discretionary":101972292,"discretionaryAccounts":164,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":62,"regulatoryAum":12218056},{"label":"High-net-worth individuals","clients":102,"regulatoryAum":89754236}],"feePrograms":[{"role":"other","program":"Consulting","summary":"Consulting services are billed at $500 per hour, negotiated case by case.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045393","versionId":1045393,"submittedOn":"2026-05-18","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Financial Planning","summary":"Financial planning is a flat fee, generally $1,000 to $5,000, or an hourly rate typically of $500 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045393","versionId":1045393,"submittedOn":"2026-05-18","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Retirement Planning","summary":"Retirement plan accounts are charged an annual asset-based fee of no more than 1.35%, calculated quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045393","versionId":1045393,"submittedOn":"2026-05-18","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:13:25.78272+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045393","versionId":1045393,"submittedOn":"2026-05-18"}]},"custodians":[],"custodyNote":"Haire Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robin Haire","title":"President & Chief Compliance Officer","crd":"4131339"}],"ownership":[{"label":"Robin Haire","detail":"President & chief compliance officer in the 75% or more ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Mississippi","offices":1,"addresses":[{"street":"103 Court Street","city":"Tupelo","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"662-844-3501","stateRegisteredReps":0,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"U.S. state and local bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"18 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339998/PDF/339998.pdf","brochureDate":"18 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045393","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Haire Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Haire Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Haire Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Haire Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Haire Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Haire Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Haire Wealth Management?","answer":"Haire Wealth Management’s main office is at 103 Court Street, Tupelo, MS 38804. Its phone number is 662-844-3501.","source":"Form ADV Part 1A, Item 1.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}