Haws Financial Planning LLC
Firm details
- Headquarters
- Sierra Vista, Arizona
- CRD number
- 299122
- Website
- hawsfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Individuals64.96%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Haws Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes a combination of assets-under-management fees, hourly consulting fees, and fixed-fee engagements. The adviser lists an affiliation with an accountant in its industry relationships and does not identify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Dallen Haws
CEOCRD 7036375
Contacts
2 of 2
Darren Haws
OwnerCRD 7036371

Nathan Haws
Financial AdvisorCRD 7997409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sierra Vista, AZ
Cochise
Location
Sierra Vista, AZ
Headquartered in Sierra Vista, AZ, in the West of the United States.
- Region
- West
- County
- Cochise
- Address
- 3499 Cyn De Flores
- Time zone
- MT (UTC-7)
- Office locations
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