H
Haven Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,563,140
Clients
9
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$840,349
About
Haven Financial Partners provides comprehensive financial planning and investment management services to individuals and high‑net‑worth households. Investment management is available only to clients who engage in the firm’s ongoing planning relationships, and the firm operates on a fee‑only basis without accepting commissions for product sales.
The firm’s approach emphasizes proactive, high‑touch coordination across planning areas, with scheduled strategic meetings, year‑round plan updates, tax coordination with clients’ CPAs, estate and beneficiary reviews, and quarterly portfolio oversight. For implementation Haven favors diversified asset allocation across equities, fixed income, mutual funds and ETFs, and may recommend or retain outside managers while continuing ongoing monitoring and suitability assessments.
Haven is a recently established, small practice managing a modest amount of client assets for a limited roster, a structure the brochure describes as intentional to enable deeper coordination and implementation. Distinctively, the firm does not maintain a book of non‑high‑net‑worth retail clients and has announced plans to offer in‑house investment management while using Schwab as its preferred custodian.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Tax strategies for small businesses
Retirement withdrawal strategies
Roth conversion strategy
Charitable giving & philanthropy
Fee options
Project-Based Financial Planning: $10,000 fixed fee (negotiable)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.95% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Minimum fee: $30,000 annually for Ongoing Financial Planning (paid semi-annually in advance) Fee-only: Ongoing Financial Planning: $30,000 annually; Project-Based Financial Planning: $10,000 fixed fee (negotiable)
Main office location
Haven Financial Partners LLC
249 Central Park Avenue, Suite 300 252
Virginia Beach VA 23462, United States
Number of offices
2
Most active in
Haven Financial Partners LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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