Danielle Schultz
Haven Financial Solutions, Inc. · Evanston, Illinois
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.
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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 | $15.0M across 7 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in IL · CRD 5889189 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | havenfinancialsolutions.com |
| Profile |
How Danielle's firm compares
- Haven Financial Solutions, Inc.'s average account is about $2.1 million, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Danielle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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