Haws Financial Planning provides investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. Clients receive a detailed financial plan designed to help them achieve their stated financial goals.
Assets Under Management$68M
Clients105
Advisors3
Avg. per Client$650K
Avg. per Advisor$23M
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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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