Dallen Haws is a CFP-designated registered investment advisor at Haws Financial Planning LLC, based in Sierra Vista, AZ, with 7 years of industry experience. Dallen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 105 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haws Financial Planning's fees for wealth management range from 1% to 1.50% of your portfolio per year, depending on the complexity of your situation. These fees are negotiable and are paid monthly. Depending on your circumstances, Haws Financial Planning may charge a combination of retainer fees and asset-based fees.
Location
4655 N Commerce Dr, Sierra Vista, AZ, 85635
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dallen helps manage Stronghold Steel, a rebar supplier and fabricator, focusing on cash and job flow. He spends nearly full-time on this activity, with most of the hours during trading hours, since 2018.
Employment History
Current Registrations
Haws Financial Planning LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.