Firm
Haven Capital Group
Westlake Village, California
Fee-only
Haven Capital Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 118 individual clients, 82 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 125 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | havencapitalgroup.com |
| Phone | (805) 963-9050 |
Haven Capital Group fees
Haven Capital Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $144 million |
| Individual clients | 36 |
| High-net-worth clients | 82 |
| Accounts managed | 125 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-130171) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 149641 |