William Calvin
Haven Wealth Group · Houston, Texas
William Calvin 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 GA, TX · CRD 5664344 |
| Exams passed | Series 65 (2009) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.havenwg.com |
How William'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 William
Is William Calvin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Haven Wealth Group, reports charging a percentage of assets on its SEC Form ADV.
Where is William Calvin based?
William Calvin is based in Houston, Texas.
Is William Calvin registered with the SEC?
Yes. William Calvin is registered as an investment adviser representative in GA and TX (CRD 5664344), 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 William Calvin?
Through William'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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