Sebastian Lopez-Hafen
Dash Investments · Plano, Texas
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.
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Specialties
Facts
| Firm | Dash Investments |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $681.6M across 1,295 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7083372 |
| Exams passed | Series 63 (2020) · Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.dashinvestments.com |
How Sebastian's firm compares
- Dash Investments's average account is about $526,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Sebastian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Dash Investments 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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