Advisor at RedHawk Wealth Advisors, Inc.
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.
Firm
RedHawk Wealth Advisors, Inc.
Location
Maricopa, AZ
Credentials
Series 63, Series 65
Industry experience
9 years
Financial planning fees typically range from $250 to $2,500 per engagement, flat fee due upon execution
$0 - $5,000: $50 flat annual fee $1,000 - $100,000 (varies by account type and portfolio): Fees vary based on size, complexity, activity, up to a maximum of 1.75% annually $250,000+: Minimum account size for Standard Captive Insurance Company Accounts and ET Group Captive Insurance Company Accounts $10,000+: Technology fee tier: $5/month per account for balances $10,000 or more Below $10,000+: Technology fee tier: $2.50/month per account for balances below $10,000
Account minimum: $1,000 to $100,000 depending on account type and portfolio, with exceptions at advisor's discretion Minimum fee: Flat annual fee of $50 for Starter Accounts with less than $5,000 in assets Fee-only: Financial planning fees on flat rate basis ranging from $250 to $2,500 per engagement
Redhawk Wealth Advisors
2024 - Present (2 years)
HF Advisory Group, LLC
2021 - 2024 (3 years)
Ace Tax & Financial, Inc (DBA)
2015 - Present (11 years)
Redhawk Wealth Advisors
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
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Edward Jones
Series 66
Chandler, AZ
Edward Jones
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Series 63, Series 66
Casa Grande, AZ
Fidelity
Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.
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