Red Haven Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,101,343
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$193,834
About
Red Haven Advisors serves individual and high‑net‑worth clients with fee‑based investment advisory, discretionary portfolio management, and comprehensive financial planning. Its planning services include investment customization as well as non‑investment advice such as retirement planning, tax optimization, cash‑flow analysis, and estate‑planning considerations.
The firm combines fundamental and cyclical analysis with a tactical allocation approach aimed at reducing risk and seeking improved performance, and it may implement long‑ and short‑term trades as well as option‑writing strategies, including covered and uncovered positions and spreads. This approach can involve more frequent trading and option‑specific risks, and the adviser tailors portfolios to client objectives and accepts client‑imposed investment restrictions.
While percentage‑of‑AUM billing and portfolio management for individuals are common among peers, Red Haven is notable for managing a relatively small client roster and modest assets under management while its principal concurrently maintains a full‑time corporate finance/FP&A role and schedules advisory work primarily in early mornings, evenings, and on Saturdays. The firm also offers hourly and fixed‑fee planning alternatives in addition to AUM arrangements, does not custody client assets, and is led by a CFA charterholder with extensive corporate financial planning experience.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
General tax planning
Fee options
Fixed fee based on estimated hours times hourly rate, invoiced half at signing and half upon completion
$0 - $5,000,000: 1.00% annually Over $5,000,000+: Negotiable
$250 per hour
Main office location
Red Haven Advisors, LLC
Seattle WA, United States
Number of offices
1
Most active in
Red Haven Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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
Quick links
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")