H
Haven Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,563,140
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$840,349
About
Haven Financial Partners provides financial planning and discretionary investment management to individuals and high‑net‑worth households. The firm operates as a fee‑only adviser and focuses its services on comprehensive planning engagements rather than working with mass‑market, non‑high‑net‑worth retail clients.
Haven’s advisory model centers on an ongoing financial planning relationship as the primary engagement, with investment management made available only to those ongoing planning clients and delivered on a discretionary basis. The firm uses traditional asset allocation, mutual funds, ETFs, bonds and, when appropriate, outside managers, and pairs portfolio oversight with regular reviews and integration of tax, estate, and retirement considerations.
Distinctive features include a deliberately limited client roster and a concierge‑style planning model that emphasizes proactive coordination with clients’ CPAs, attorneys, and insurance professionals. Haven requires clients to custody assets through its recommended institutional custodian and typically implements trades on an account‑by‑account basis rather than aggregating block trades.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Roth conversion strategy
Charitable giving & philanthropy
Business ownership considerations
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
$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.
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.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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