Devon Rauth
North Haven Financial LLC · Suffield, Connecticut
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $36.4M across 129 accounts |
| Credentials | CFP · TPCP |
| SEC registration | Investment adviser representative in CT, ME, TX · CRD 8104803 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | northhavenfinancial.com |
| Profile |
How Devon's firm compares
- Ongoing planning starts at $4,800 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
- North Haven Financial LLC's average account is about $282,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Devon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- North Haven Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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