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Nathan Haws

1 Year of Experience
Sierra Vista, AZ

Nathan Haws is a registered investment advisor at Haws Financial Planning LLC, based in Sierra Vista, AZ, with 1 years of industry experience. Nathan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
105 clients
Average Client Portfolio
$650K average
Assets Under Management
$68.2M

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.

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Location

3499 Canyon De Flores, Suite E, Sierra Vista, AZ, 85650

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Haws Financial Planning LLC
November 2024 - Present · 1 yr 6 mos
State Registrations2 states
AZVA
Advisor

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.

Exams
No exam information available for this advisor.