Haire Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Flat fees are generally $1,000 to $5,000, whereas our hourly rate is typically $500 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Haire Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Financial planning services fees are typically not offset against any investment management fee payable to us unless otherwise outlined in the agreement.”
• “We will invoice you for our financial planning services.”
• “After that, the agreement automatically terminates upon delivery of the financial plan.”

How Haire Wealth Management, Inc.’s fees compare

• Its hourly rate of $500 is above the Mississippi median of $300. 90% of the 10 other Mississippi planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Mississippi median of $3,000. 46% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Haire Wealth Management, Inc.

• Firm size: 2 employees.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.95% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

164

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$101,972,292

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339998

Website

facebook.com/hairewealthmanagement (opens in new tab)

Phone

(662) 844-3501

Other planners in Tupelo that publish fees

• Hardy Reed, LLCTupelo$250/hr, $10,000
• Barnes Pettey Financial Advisors, LLCClarksdale$750⁠-⁠$3,000
• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Brick Street FinancialClinton$500/hr, $1,500⁠-⁠$2,500
• Caldric CapitalSeminary$200/hr
• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000

Compare all 35 planners in Mississippi