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
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Haws Financial Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and combines financial planning with discretionary portfolio management for individuals and small businesses. It also runs educational seminars and workshops. Fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not structured as a multi-state or pension consultant adviser. An accountant is listed among the firm's industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
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
Similar firms
Steel Canyon Capital, LLC
RIAPhoenix, AZ
Scottsdale Wealth Advisory LLC
RIAParadise Valley, AZ
Resq Investment Partners, LLC
RIAScottsdale, AZ
AZ Legacy Wealth LLC
RIAGlendale, AZ
The Getzen Group, Inc.
RIAScottsdale, AZ
Montoya Wealth Management
RIAPrescott, AZ