Haws Financial Planning LLC

RIASEC Registered
Total AUM
$68.2M
Discretionary
$68.2M
100% of AUM
Avg account
$165K
Accounts
414
Employees
3
Advisory reps
3

Firm details

Headquarters
Sierra Vista, Arizona
CRD number
299122
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Dallen Haws

    Dallen Haws

    CEOCRD 7036375

Contacts

2 of 2
  • Darren Haws

    Darren Haws

    OwnerCRD 7036371

  • Nathan Haws

    Nathan Haws

    Financial AdvisorCRD 7997409

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth