Haws Financial Planning LLC

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Client assets under management

$68,205,541

Clients

105

0% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$649,577

About

Haws Financial Planning is a small advisory firm that serves primarily individual clients through wealth management and comprehensive financial planning services, including retirement planning, cash flow and debt management, investment analysis, and estate planning. The firm manages about $68 million across roughly 105 client relationships and provides discretionary portfolio management alongside ongoing plan monitoring.

The firm’s investment approach is largely passive, building diversified asset-allocation portfolios using index mutual funds and exchange-traded funds, while also drawing on fundamental and technical analysis as needed and referring to outside managers for specific mandates. Clients receive written financial plans, periodic reviews (typically quarterly), and the firm generally acts with discretionary authority subject to client-imposed restrictions.

Notable features that differentiate the firm from many peers include an affiliation with a local accounting/tax practice and referrals for tax services (which may generate additional compensation when clients engage those services), plus a program of educational seminars and paid speaking engagements and ancillary revenue from YouTube and book sales. The firm’s practice emphasizes ongoing planning relationships for a broad base of individual and small‑business clients rather than a narrow high‑net‑worth specialty.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Speaking engagements

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

Gen Z (Born 1996-2010)

Fee options

Fixed

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

Percentage

1% - 1.50% annually, negotiable, pro-rated and paid monthly in arrears

Project-based

$100 to $1,000 per hour, negotiable

Subscriptions

Retainer fees with upfront charge $500-$3,000 and ongoing monthly fees $100-$1,000 based on complexity, negotiable

Other

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

Main office location

Haws Financial Planning LLC

3499 Canyon De Flores, Suite E

Sierra Vista AZ 85650, United States

Number of offices

Most active in

Arizona · Louisiana · Ohio · Texas · Virginia

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

YouTube Website (520) 843-1559

Advisors at this firm

Nathan H

Series 65

Phoenix, AZ

Haws Financial Planning LLC

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. He has been with Haws Financial Planning since 2024. The firm provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, estate planning, and related financial topics. Their investment approach emphasizes passive management through asset-class-weighted portfolios using index funds and ETFs, combined with periodic account reviews and discretionary management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Gen Z (Born 1996-2010)

Dallen H

CFP®, Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Gen Z (Born 1996-2010)

Darren H

Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Darren Haws is a financial advisor at Haws Financial Planning LLC in Sierra Vista, AZ, holding a Series 65 designation with six years of industry experience. He has worked at a government agency since 2008. Outside of advising, he has ownership in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, estate planning, and related topics. The firm emphasizes passive management using index funds and ETFs, supplemented by various analytical approaches, and offers both discretionary portfolio management and standalone planning engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Gen Z (Born 1996-2010)

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