CRD: 299122
Haws Financial Planning LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-16-2019
- Office Locations
- 3
Office Locations
About Haws Financial Planning LLC
Haws Financial Planning (Haws Federal Advisors) supports federal employees nationwide—especially those nearing retirement—with comprehensive planning across FERS/TSP and Social Security optimization, tax strategy, investment planning/management, insurance planning, and estate alignment. Founder Dallen Haws is known for the Plan Your Federal Benefits YouTube channel, and client assets are custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dallen Jared Haws
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7036375
- Ownership
- 50% but less than 75%
darren haws
Owner
- CRD
- #7036371
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nathan Samuel Haws
--
- CRD
- #7997409
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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