Jeff McGovern
We help busy parents and individual professionals plan for the future and enjoy the present moment.
Haven Wealth Planning · Kirkwood, Missouri
Jeff McGovern is a fee-only financial advisor at Haven Wealth Planning in Kirkwood, Missouri. Jeff charges a percentage of assets and a flat fee or retainer and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
- Executives
About
Successfully building your wealth can feel energizing. With your success can come new questions and opportunities.
You want to experience a guided approach to financial planning and investing. You are passionate about achieving your goals and building a strong foundation for you and your family.
You and your spouse have a family, or plan to. You are working professionals in the mid-career stage of life. You want to make smart money decisions. We understand the opportunities and challenges this life stage presents.
We help busy parents and individual professionals like you develop financial plans to address questions like:
+How can we save for a fulfilling retirement beyond our 401(k) plans?
+What does it take to save for the kids’ education and make a lifetime of memories along the way?
+These causes are close to our hearts – what are our options to give even more meaningful support?
You want to spend time with the people you love in the places you enjoy.
You believe that wealth means more than money.
Services
- 401(k) & IRA Management
- Wealth Management
- Portfolio Management
- Life Transition Planning
- Financial Planning
- Cash Flow Planning
- Asset Allocation
- Education Planning
- Charitable Giving
- Investment Management
- Retirement Planning
- Insurance Planning
Facts
| Firm | Haven Wealth Planning |
|---|---|
| Based in | Kirkwood, Missouri |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in MO · CRD 5810129 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | havenwealthplanning.com |
| Profile |
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Questions about Jeff
Is Jeff McGovern a fee-only financial advisor?
Yes. Jeff McGovern is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeff's firm.
How does Jeff charge for financial advice?
Jeff charges a percentage of assets and a flat fee or retainer.
Where is Jeff McGovern based?
Jeff McGovern is based in Kirkwood, Missouri.
What does Jeff specialize in?
Jeff's specialties include retirement planning and tax planning. Jeff works with HENRY (High Earners, Not Rich Yet), early-career professionals and executives.
Is Jeff McGovern registered with the SEC?
Yes. Jeff McGovern is registered as an investment adviser representative in MO (CRD 5810129), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Haven Wealth Planning manage?
Haven Wealth Planning reports Under $25M in assets under management.
How do I contact Jeff McGovern?
Through Jeff's website, havenwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Haven Wealth Planning 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 25, 2026.
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