# Devon Rauth

> Devon Rauth is a fee-only financial advisor at North Haven Financial LLC in Suffield, Connecticut, who holds the CFP and TPCP credentials. Devon charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,800 a year and one-time plans from $3,000) and focuses on retirement planning, tax planning and pension planning.

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

## Facts

- **Firm:** North Haven Financial LLC
- **Based in:** Suffield, Connecticut
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; one-time plans from $3,000; 0.6% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.4M across 129 accounts
- **Credentials:** CFP, TPCP
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 8104803 (https://adviserinfo.sec.gov/individual/summary/8104803)
- **SEC registration:** Investment adviser representative in CT, ME, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://northhavenfinancial.com

## Frequently asked questions

### Is Devon Rauth a fee-only financial advisor?

Yes. Devon Rauth is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Devon's firm.

### How does Devon charge for financial advice?

Devon charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Devon charge?

According to North Haven Financial LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $3,000; 0.6% a year on the first tier of assets managed; no asset minimum.

### Where is Devon Rauth based?

Devon Rauth is based in Suffield, Connecticut.

### What does Devon specialize in?

Devon's specialties include retirement planning, tax planning and pension planning. Devon works with pre-retirees and retirees.

### What credentials does Devon Rauth hold?

Devon Rauth holds the CFP and TPCP credentials.

### Is Devon Rauth registered with the SEC?

Yes. Devon Rauth is registered as an investment adviser representative in CT, ME and TX (CRD 8104803), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does North Haven Financial LLC manage?

North Haven Financial LLC reports $36.4M across 129 accounts in assets under management.

### How do I contact Devon Rauth?

Through Devon's website, northhavenfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/devon-rauth-64886): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.northhavenfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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