Haws Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, offering portfolio management alongside comprehensive and project-based planning that covers retirement, tax, estate, college savings, cash flow, and risk management. The firm manages client accounts on a discretionary basis (approximately $105 million as of July 2026) and advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities.
The firm constructs client-specific investment policies and target asset allocations and emphasizes passive investment management—using index mutual funds and ETFs to build diversified, tax-efficient portfolios—while also employing fundamental, technical, cyclical and charting analysis as part of its decision framework. Account supervision is discretionary and guided by clients’ stated objectives, risk tolerance, tax considerations, and regular reviews.
Noteworthy aspects include an affiliation with an accounting firm, with principals referring clients between the adviser and the CPA practice without receiving referral compensation, and a practice of coordinating estate and tax work with third‑party scriveners or attorneys when requested. The firm also offers educational seminars and speaking engagements and discloses ancillary revenue sources such as YouTube ad revenue and book sales, features that are less common among peers of its size.
Client services
Expertise
Fee options
Flat fee ranges: Comprehensive Financial Planning upfront fee from $500 to $3,000 (waivable at advisor discretion); Project-Based Financial Planning fixed fee $950 to $10,000; Estate Planning fee ranging $300 to $5,000
$100 to $500 per hour, depending on complexity and negotiable
Comprehensive Financial Planning monthly recurring fixed fee range from $100 to $1,000, paid monthly in arrears
Fee-only: Comprehensive Financial Planning monthly fixed fee range from $100 to $1,000, negotiable and paid monthly in arrears; Project-Based Financial Planning fixed fee range $950 to $10,000, negotiable; Hourly fee range $100 to $500 per hour, negotiable
Main office
See office3499 Canyon De Flores, Suite E
Sierra Vista AZ 85650
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Louisiana · Maryland · Ohio · Texas · Utah · Virginia
Also doing business as
Haws Federal Advisors · Haws Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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. Prior to joining the firm, he worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning primarily to individual clients, focusing on passive investment management through index mutual funds and ETFs. The firm offers discretionary portfolio management and comprehensive planning services covering retirement, tax, estate, college savings, cash flow, and risk management.
Dallen H
CFP®, Series 65
Sierra Vista, AZ
Haws Financial Planning LLC
Dallen Haws is a CFP® with seven years of industry experience and serves as an advisor at Haws Financial Planning LLC since 2019. Prior to his current role, he held management responsibilities at Stronghold Steel, a rebar supply and fabrication company. He continues to be involved in managing operations at Stronghold Steel alongside his advisory work. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index funds and ETFs while integrating fundamental and technical analysis, and it coordinates tax and estate planning through affiliated professionals and third-party specialists.
Darren H
Series 65
Sierra Vista, AZ
Haws Financial Planning LLC
Darren Haws is a Series 65-licensed financial advisor with six years of industry experience, operating through Haws Financial Planning LLC in Sierra Vista, AZ. He has a background spanning 18 years at a government agency and holds ownership stakes in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on portfolio management and comprehensive planning across retirement, tax, estate, and other areas. The firm emphasizes passive investment management using index funds and ETFs while incorporating fundamental and technical analysis, managing approximately $105 million on a discretionary basis as of July 2026.
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