# Sebastian Lopez-Hafen

> Sebastian Lopez-Hafen is a fee-only financial advisor at Dash Investments in Plano, Texas. Sebastian charges a percentage of assets and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Dash Investments
- **Based in:** Plano, Texas
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $681.6M across 1,295 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7083372 (https://adviserinfo.sec.gov/individual/summary/7083372)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2020), Series 65 (2021)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.dashinvestments.com

## Frequently asked questions

### Is Sebastian Lopez-Hafen a fee-only financial advisor?

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

### How does Sebastian charge for financial advice?

Sebastian charges a percentage of assets.

### Where is Sebastian Lopez-Hafen based?

Sebastian Lopez-Hafen is based in Plano, Texas.

### What does Sebastian specialize in?

Sebastian's specialties include retirement planning and tax planning.

### Is Sebastian Lopez-Hafen registered with the SEC?

Yes. Sebastian Lopez-Hafen is registered as an investment adviser representative in TX (CRD 7083372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dash Investments manage?

Dash Investments reports $681.6M across 1,295 accounts in assets under management.

### How do I contact Sebastian Lopez-Hafen?

Through Sebastian's website, www.dashinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7083372): 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.dashinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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