Haven Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,367
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Haven Wealth Planning offers discretionary investment management and financial planning services primarily to individuals and high‑net‑worth clients, tailoring recommendations to each client’s financial condition, goals, liquidity needs, and risk tolerance. The firm documents objectives in written financial plans and investment policy statements and implements portfolios using diversified holdings, typically no‑load index mutual funds and ETFs.
The firm’s investment approach is evidence‑based and passive, grounded in Modern Portfolio Theory and the Fama‑French three‑factor model, with an emphasis on strategic asset allocation, diversification, and periodic rebalancing. It uses a formal risk assessment process and portfolio‑construction tools to align asset class exposures with clients’ long‑term objectives while considering tax efficiency and account‑level interactions.
Distinctive for its peer group, Haven regularly recommends or retains independent third‑party advisers to manage all or portions of client portfolios and retains discretionary authority to hire or terminate those managers after conducting due diligence. The firm, founded in 2022, reports modest assets under management (approximately $15,367 as of December 31, 2025) and participates in a custodial program that provides technology and practice‑support services, which it discloses and monitors for potential conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Roth conversion strategy
Tax-loss harvesting
Charitable giving tax strategies
Passive / index investing
Fee options
Financial planning fees range from $1,000 to $10,000 annually, paid quarterly in advance, fees are negotiable
$0 - $3,000,000: 0.95% annually $3,000,000+: 0.45% annually
Account minimum: $375,000 Minimum fee: $4,800 annually (minimum annual fee)
Main office location
Haven Wealth Planning
Kirkwood MO, United States
Number of offices
1
Most active in
Haven Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Missouri
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:
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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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