Allison Dubreuil
Haven Financial Partners · Virginia Beach, Virginia
Allison Dubreuil is a fee-only financial advisor at Haven Financial Partners in Virginia Beach, Virginia, who holds the CFP credential. Haven Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Haven Financial Partners |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.6M across 39 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, VA · CRD 5392800 |
| Exams passed | Series 63 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Allison's firm compares
- Haven Financial Partners's average account is about $194,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Allison
Is Allison Dubreuil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Haven Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Haven Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allison Dubreuil based?
Allison Dubreuil is based in Virginia Beach, Virginia.
What credentials does Allison Dubreuil hold?
Allison Dubreuil holds the CFP credential.
Is Allison Dubreuil registered with the SEC?
Yes. Allison Dubreuil is registered as an investment adviser representative in MI and VA (CRD 5392800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haven Financial Partners manage?
Haven Financial Partners reports $7.6M across 39 accounts in assets under management.
How do I contact Allison Dubreuil?
Contact details aren't on file yet. Search for Haven Financial Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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