Haven Financial Solutions, Inc.
Evanston, Illinois
Haven Financial Solutions, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 6 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 7 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Evanston, Illinois |
|---|---|
| Website | havenfinancialsolutions.com |
| [email protected] | |
| Phone | (847) 864-2761 |
Questions about Haven Financial Solutions, Inc.
How is Haven Financial Solutions, Inc. paid?
Haven Financial Solutions, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Haven Financial Solutions, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Haven Financial Solutions, Inc..
What is the average account at Haven Financial Solutions, Inc.?
Haven Financial Solutions, Inc.'s average account is about $2.1 million. That's the assets on its Form ADV divided by its 7 accounts.
Haven Financial Solutions, Inc. fees
Haven Financial Solutions, Inc. 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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 1 |
| High-net-worth clients | 6 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 156422 |