North Haven Financial LLC
Suffield, Connecticut
North Haven Financial LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 33 individual clients, 22 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 129 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Suffield, Connecticut |
|---|---|
| Website | northhavenfinancial.com |
| [email protected] | |
| Phone | (207) 558-2138 |
Questions about North Haven Financial LLC
How much does North Haven Financial LLC charge?
North Haven Financial LLC publishes these prices: ongoing planning: from $4,800 a year; one-time plan: from $3,000; asset-based fee: 0.6% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does North Haven Financial LLC have an account minimum?
No. North Haven Financial LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is North Haven Financial LLC paid?
North Haven Financial LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does North Haven Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at North Haven Financial LLC, and 2 hold the CFP.
What is the average account at North Haven Financial LLC?
North Haven Financial LLC's average account is about $282,000. That's the assets on its Form ADV divided by its 129 accounts.
What does North Haven Financial LLC specialize in?
North Haven Financial LLC's advisors and website list retirement planning, tax planning and pension planning.
Is North Haven Financial LLC accepting new clients?
Yes, according to North Haven Financial LLC's website, checked October 28, 2026.
North Haven Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 0.6% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"The annual financial planning fee is $4,800." source
"After an initial engagement fee of $3,000**" source
"The Investment Management fee for this service is 0.6%." source
"There is no minimum asset requirement." source
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 · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 11 |
| High-net-worth clients | 22 |
| Accounts managed | 129 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 283057 |
Advisors at this firm (2)
Other fee-only firms in Connecticut
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