Dallen
Haws

Haws Financial Planning LLC

CRD#7036375
Investment Advisor
in Sierra Vista, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Dallen Haws is a financial advisor who works out of Sierra Vista, Arizona, who has 12 years of experience as a financial advisor. Haws is currently employed by Haws Financial Planning LLC. The advisor has gained experience at Buena High School And Joyce Clark Middle School, The Church Of Jesus Christ Of Latter Day Saints, General Dental, Stronghold Steel and Haws Financial Planning LLC. Haws maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Arizona. Haws Financial Planning LLC is a financial advisory company headquartered in Sierra Vista, Arizona. It controls $2 million in assets between its 25 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Haws Financial Planning LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial management usually are based on which service is provided. Fees billed by Haws Financial Planning LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4655 N Commerce Dr
Sierra Vista, AZ 85635

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Haws Financial Planning LLC Brokerage Details

Total Assets Under Management

$1,678,512

AZ Average: $1,555,372,352
Total Number of Employees

1

AZ Average: 37
Total Number of Accounts

25

AZ Average: 1,370
Average Account Size

$67,140

AZ Average: $1,135,308

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Dallen Haws Work History

Dallen has 12 years of experience.

2019 - Present (2 years)

Haws Financial Planning LLC

2018 - Present (3 years)

Stronghold Steel

2017 - 2017 (< 1 year)

General Dental

2017 - 2018 (1 year)

Stronghold Steel

2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

2008 - 2015 (7 years)

Buena High School And Joyce Clark Middle School

Disclosures

Dallen Haws has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Haws Financial Planning LLC

Darren Haws
Sierra Vista, AZ
Dallen Haws
Sierra Vista, AZ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started