Haire Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Average account size
—
About
Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, businesses, trusts, and qualified retirement plans. Its services include individualized portfolio management for private clients, financial planning offered on both flat-fee and hourly bases, and consulting for plan sponsors.
The firm typically begins relationships with a comprehensive financial plan that informs either discretionary or non‑discretionary portfolio management and is updated annually with ongoing portfolio reviews. Its investment process blends strategic and tactical asset allocation with an unconstrained sleeve, may use model portfolios and third‑party portfolio strategists, and can employ hedging tools such as options and warrants as part of risk management.
Compared with peers in this category, Haire is notable for offering pension consulting and acting as an ERISA fiduciary for retirement-plan advice and for formally facilitating the selection of other advisers through access to LPL‑sponsored programs and external portfolio strategists. The firm’s initial SEC filing reports no regulatory assets under management, it does not serve as a private‑fund adviser, and its personnel are dually registered with a broker‑dealer that the firm recommends for custody and execution.
Client services
Expertise
Fee options
Financial planning flat fees generally $1,000 to $5,000
$0 - /null: Up to 1.35% annually - negotiated individually with each client (maximum 1.35%) for investment management services $10,000 - /null: Up to 2.50% annually for Optimum Market Portfolios Program (OMP) (LPL sponsored) $10,000 - /null: Up to 2.95% annually for Model Wealth Portfolios Program (MWP) (LPL sponsored) - consisting of advisory fee up to 2.35% and manager fee up to 0.60%
Financial planning typically $500/hour; consulting services $500/hour
Account minimum: $500,000 Fee-only: Financial planning flat fees generally $1,000 to $5,000; hourly rate typically $500/hour; consulting services $500/hour
Main office location
Haire Wealth Management, Inc.
103 Court Street
Tupelo MS 38804, United States
Number of offices
1
Most active in
Mississippi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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