Dallen Haws
Advisor at Haws Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Haws Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sierra Vista, AZ 85635
Credentials
CFP®, Series 65
Industry experience
7 years
Dallen Haws is a CFP® with seven years of industry experience and is the principal at Haws Financial Planning LLC. He also manages Stronghold Steel, a rebar supply and fabrication company, where he oversees cash flow and job management. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, and estate planning. The firm emphasizes a passive investment approach using index funds and ETFs while incorporating various analytical methods and offers both discretionary portfolio management and standalone planning engagements.
Based on Haws Financial Planning LLC
Based on Haws Financial Planning LLC
Financial planning fixed fee ranging from $950 to $10,000, negotiable; seminar fees from free to $10,000 per seminar or $0 to $500 per participant; estate planning fees $300 to $5,000 depending on complexity
1% - 1.50% annually, negotiable, pro-rated and paid monthly in arrears
$100 to $1,000 per hour, negotiable
Retainer fees with upfront charge $500-$3,000 and ongoing monthly fees $100-$1,000 based on complexity, negotiable
Fee-only: Fixed fee for financial planning ranging from $950 to $10,000, negotiable; hourly fees ranging from $100 to $1,000 per hour, negotiable; retainer fees include upfront $500-$3,000 plus monthly $100-$1,000, negotiable
4655 N Commerce Dr
Sierra Vista, AZ 85635
Arizona · Louisiana · Ohio · Texas · Virginia
Haws Financial Planning LLC
2019 - Present (7 years)
Stronghold Steel
2018 - Present (8 years)
Stronghold Steel
2017 - 2018 (1 year)
General Dental
2017 - 2017 (1 year)
The Church of Jesus Christ of Latter Day Saints
2015 - 2017 (2 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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