# Haddon Libby

> Haddon Libby is a fee-only financial advisor at Winslow Drake in Cathedral City, California. Haddon charges a flat fee or retainer.

Page: https://find.wellspent.co/advisors/haddon-libby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Winslow Drake
- **Based in:** Cathedral City, California
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $69.8M across 99 accounts
- **CRD:** 3063645 (https://adviserinfo.sec.gov/individual/summary/3063645)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1998), Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.winslowdrake.com

## Frequently asked questions

### Is Haddon Libby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Haddon holds no broker registration, and Winslow Drake reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Haddon charge for financial advice?

Haddon charges a flat fee or retainer.

### Where is Haddon Libby based?

Haddon Libby is based in Cathedral City, California.

### Is Haddon Libby registered with the SEC?

Yes. Haddon Libby is registered as an investment adviser representative in CA and TX (CRD 3063645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Winslow Drake manage?

Winslow Drake reports $69.8M across 99 accounts in assets under management.

### How do I contact Haddon Libby?

Through Haddon's website, www.winslowdrake.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3063645): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.winslowdrake.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.