Haddon Libby
Winslow Drake · Cathedral City, California
Haddon Libby is a fee-only financial advisor at Winslow Drake in Cathedral City, California. Haddon charges a flat fee or retainer.
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Facts
| Firm | Winslow Drake |
|---|---|
| Based in | Cathedral City, California |
| Fee model | Flat fee or retainer |
| Assets under management | $69.8M across 99 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3063645 |
| Exams passed | Series 63 (1998) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.winslowdrake.com |
| Profile |
How Haddon's firm compares
- Winslow Drake's average account is about $705,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Haddon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : 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
- Winslow Drake website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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