Haven Wealth Planning

Overview

Haven Wealth Planning is a Missouri-registered limited liability company that operates as a small, fee-based advisory business focused on financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The firm bills clients under a mix of percentage-of-AUM and fixed-fee arrangements and identifies itself as a capital allocator. It does not identify as an ESG-focused or multi-state adviser, and it does not provide pension consulting or list related-adviser relationships. Business activity on the filing centers on direct planning and portfolio oversight for private clients, plus due diligence and selection of third-party managers when outsourced solutions are needed. The firm’s structure and declared activities suggest a boutique practice oriented toward client-level planning and manager selection rather than running a large in-house investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices