Red Haven Advisors

Red Haven Advisors at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 16 individual clients.
• Its average account is about $129,000 (assets it manages divided by its 24 accounts).

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

Facts

Red Haven Advisors fees

Red Haven Advisors 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 (1)

• Shamus McCarthy

  CFA