Haven Wealth Group

Haven Wealth Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 9 advisors are listed here; 1 of 9 hold the CFA.
• Its Form ADV reports 11 employees and 332 individual clients, 139 of them high net worth.
• Its average account is about $629,000 (assets it manages divided by its 819 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Haven Wealth Group fees

Haven Wealth 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

Advisors at this firm (9)

• Crystal Hebert

• Marc Goldstein

• Paula McGee

• Randolph Burch

• Rebecca Arseneau

• Richard Wiesner

• Richea Powell

  CFA

• Rosalie Groendes

• William Calvin

Other fee-only firms in Houston

• Heritage Asset Advisors
• Heritage Wealth Management
• Hg Capital Advisors
• Horizon Wealth Advisors
• Houston Wealth Advisers, LLC.
• Houston Wealth Management
• Integra Wealth Advisors
• Integrity Financial Planning

Fee-only advisors in Texas