Advisor at Haven Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Haven Financial Partners LLC
Location
Virginia Beach, VA 23462
Credentials
CFP®, Series 63
Industry experience
11 years
Allison Dubreuil is a CFP® with 11 years of industry experience. She is the owner of Excelworks LLC, a diving equipment sales business, and has worked at Haven Financial Partners LLC since 2025. Prior to that, she was with Greystone Financial Group, LLC and Wealthway Financial Advisors. Haven Financial Partners provides financial planning and investment advice to individuals and high-net-worth households as a fee-only adviser. The firm focuses on selecting and overseeing outside investment managers rather than directly managing client assets, offering a concierge, limited-client planning model with year-round coordination and implementation support.
Based on Haven Financial Partners LLC
Based on Haven Financial Partners LLC
Based on Haven Financial Partners LLC
$10,000 fixed fee for Project-Based Financial Planning (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: Yes, fee-only compensation; no commissions or sales-related compensation.
249 Central Park Avenue, Suite 300 252
Virginia Beach, VA 23462
Michigan · Virginia
Haven Financial Partners, LLC
2025 - Present (1 year)
Greystone Financial Group, LLC
2023 - 2025 (2 years)
Excelworks LLC
2017 - Present (9 years)
Wealthway Financial Advisors
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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