H
Haven Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,000,000
Clients
48
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$1,770,833
About
Haven Financial Advisors provides fee-only financial planning and investment management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers comprehensive financial plans, ongoing asset management, hourly limited-scope engagements, and implementation advice covering cash flow, tax, retirement, education and estate matters.
The firm’s investment approach emphasizes strategic asset allocation with indexed and evidence-based funds as the core holdings, supplemented by actively managed funds in less-traded markets and global diversification; assets are invested primarily in no-load mutual funds and exchange-traded funds held at discount custodians. Haven manages roughly $80–85 million on a discretionary basis for about 48 clients, provides written quarterly performance and allocation reports, and will prepare investment policy statements when requested.
Distinctive features for a firm of this size include explicit work with pension and profit-sharing plans and pension consulting for institutional clients, the principal’s professional credentials (CFA, CFP) and periodic work as an expert witness, and a relatively high account minimum with discretionary waiver flexibility. The brochure also discloses recent material changes — an increase in the minimum account value and higher hourly rates — and reiterates that the firm operates on a fee-only basis without accepting commissions.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
$500 per hour for financial planning and hourly planning engagements.
Account minimum: $800,000 Fee-only: Fee-only financial planning and investment management; no commissions or sales of products; no finder’s fees.
Main office location
Haven Financial Advisors
210 Lee Barton Drive, #211
Austin TX 78704, United States
Number of offices
1
Most active in
Haven Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")