Haviland & Sams

Haviland & Sams at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 3 employees and 101 individual clients, 80 of them high net worth.

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

Facts

Haviland & Sams fees

Haviland & Sams 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 (3)

• Benjamin Sams

• Cathleen Keane

  CFP

• Divina Marcktell