Rebecca Arseneau
Haven Wealth Group · Houston, Texas
Rebecca Arseneau is a fee-only financial advisor at Haven Wealth Group in Houston, Texas. Haven Wealth Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Haven Wealth Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $514.8M across 819 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7902877 |
| Exams passed | Series 65 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.havenwg.com |
How Rebecca's firm compares
- Haven Wealth Group's average account is about $629,000, from its Form ADV (assets managed divided by 819 accounts).
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Questions about Rebecca
Is Rebecca Arseneau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Haven Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Haven Wealth Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Rebecca Arseneau based?
Rebecca Arseneau is based in Houston, Texas.
Is Rebecca Arseneau registered with the SEC?
Yes. Rebecca Arseneau is registered as an investment adviser representative in TX (CRD 7902877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haven Wealth Group manage?
Haven Wealth Group reports $514.8M across 819 accounts in assets under management.
How do I contact Rebecca Arseneau?
Through Rebecca's website, www.havenwg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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