# Louis Kokernak

> Louis Kokernak is a fee-only financial advisor at Haven Financial Advisors in Austin, Texas, who holds the CFP and CFA credentials. Haven Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/louis-kokernak/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Haven Financial Advisors
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $108M across 49 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2673088 (https://adviserinfo.sec.gov/individual/summary/2673088)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1995), Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.havenfinancial.com

## Frequently asked questions

### Is Louis Kokernak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Haven Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Louis charge for financial advice?

Louis's firm, Haven Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Louis Kokernak based?

Louis Kokernak is based in Austin, Texas.

### What credentials does Louis Kokernak hold?

Louis Kokernak holds the CFP and CFA credentials.

### Is Louis Kokernak registered with the SEC?

Yes. Louis Kokernak is registered as an investment adviser representative in TX (CRD 2673088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Haven Financial Advisors manage?

Haven Financial Advisors reports $108M across 49 accounts in assets under management.

### How do I contact Louis Kokernak?

Through Louis's website, www.havenfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2673088): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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