Dallen Haws
Haws Financial Planning, LLC · Sierra Vista, Arizona
Dallen Haws is a fee-only financial advisor at Haws Financial Planning, LLC in Sierra Vista, Arizona, who holds the CFP and MBA credentials. Dallen focuses on retirement planning, student loans and small business owners. Haws Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Haws Financial Planning, LLC |
|---|---|
| Based in | Sierra Vista, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $105M across 180 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7036375 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | hawsfinancialplanning.com |
How Dallen's firm compares
- Haws Financial Planning, LLC's average account is about $583,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Dallen
Is Dallen Haws a fee-only financial advisor?
Yes. Dallen Haws is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dallen's firm.
How does Dallen charge for financial advice?
Dallen's firm, Haws Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dallen Haws based?
Dallen Haws is based in Sierra Vista, Arizona.
What does Dallen specialize in?
Dallen's specialties include retirement planning, student loans, small business owners, tax planning and estate & legacy planning.
What credentials does Dallen Haws hold?
Dallen Haws holds the CFP and MBA credentials.
Is Dallen Haws registered with the SEC?
Yes. Dallen Haws is registered as an investment adviser representative in AZ and TX (CRD 7036375), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Haws Financial Planning, LLC manage?
Haws Financial Planning, LLC reports $105M across 180 accounts in assets under management.
How do I contact Dallen Haws?
Through Dallen's website, hawsfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Haws Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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