# Danielle Schultz

> Danielle Schultz is a fee-only financial advisor at Haven Financial Solutions, Inc. in Evanston, Illinois, who holds the CDFA and CFP credentials. Haven Financial Solutions, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/danielle-schultz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Haven Financial Solutions, Inc.
- **Based in:** Evanston, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.0M across 7 accounts
- **Credentials:** CDFA, CFP
- **CRD:** 5889189 (https://adviserinfo.sec.gov/individual/summary/5889189)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://havenfinancialsolutions.com

## Frequently asked questions

### Is Danielle Schultz a fee-only financial advisor?

Yes. Danielle Schultz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Danielle's firm.

### How does Danielle charge for financial advice?

Danielle's firm, Haven Financial Solutions, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Danielle Schultz based?

Danielle Schultz is based in Evanston, Illinois.

### What credentials does Danielle Schultz hold?

Danielle Schultz holds the CDFA and CFP credentials.

### Is Danielle Schultz registered with the SEC?

Yes. Danielle Schultz is registered as an investment adviser representative in IL (CRD 5889189), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Haven Financial Solutions, Inc. manage?

Haven Financial Solutions, Inc. reports $15.0M across 7 accounts in assets under management.

### How do I contact Danielle Schultz?

Through Danielle's website, havenfinancialsolutions.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6624): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.