Casey Fitchett
Pine Haven Investment Counsel · Fairhaven, Massachusetts
Casey Fitchett is a fee-only financial advisor at Pine Haven Investment Counsel in Fairhaven, Massachusetts, who holds the CFP credential. Casey charges a percentage of assets and focuses on sustainable & impact investing and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Pine Haven Investment Counsel |
|---|---|
| Based in | Fairhaven, Massachusetts |
| Fee model | Percentage of assets |
| Assets under management | $193.4M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, MT · CRD 7791431 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pinehaveninv.com |
| Profile |
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Questions about Casey
Is Casey Fitchett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Pine Haven Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey charges a percentage of assets.
Where is Casey Fitchett based?
Casey Fitchett is based in Fairhaven, Massachusetts.
What does Casey specialize in?
Casey's specialties include sustainable & impact investing and family wealth transfer. Casey works with multi-generational families.
What credentials does Casey Fitchett hold?
Casey Fitchett holds the CFP credential.
Is Casey Fitchett registered with the SEC?
Yes. Casey Fitchett is registered as an investment adviser representative in MA and MT (CRD 7791431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pine Haven Investment Counsel manage?
Pine Haven Investment Counsel reports $193.4M across 323 accounts in assets under management.
How do I contact Casey Fitchett?
Through Casey's website, pinehaveninv.com.
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
- Pine Haven Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- 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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