Crown Haven Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crown Haven Wealth Management provides financial advisory services primarily to individual (non‑high‑net‑worth) clients and serves roughly 394 households. The firm does not directly manage client assets; instead it refers clients to third‑party registered investment advisers and programs, and clients enter agreements directly with those third‑party managers.
The firm’s process focuses on evaluating and recommending third‑party investment advisers (TPIAs) that match a client’s financial situation, objectives, and risk tolerance, and then periodically monitoring those managers and the reports they provide to clients. Crown Haven does not recommend specific securities, execute trades, or assume discretionary trading authority for client accounts it refers out.
Noteworthy distinctions include an ownership affiliation with a licensed insurance agency and multiple advisory personnel who are also licensed insurance producers, with substantial staff time devoted to insurance sales and commission‑based compensation in addition to shared fees from TPIAs. The brochure also discloses that Crown Haven does not provide direct portfolio management for individuals and does not rely on percentage‑of‑assets advisory fees—arrangements that are less common among peers—and it says it uses disclosures and a code of ethics to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Certain licensed persons associated with Crown Haven Wealth Management earn commission-based compensation for the sale of insurance products.
Fee-only: Clients pay advisory fees to third-party investment advisers (TPIAs) to whom Crown Haven Wealth Management refers clients; Crown Haven shares in these fees. Total fees charged by TPIAs, including the portion shared with Crown Haven, will not exceed 3% of assets under management per year.
Main office
11555 N. Meridian St., Suite 560
Carmel IN 46032
Advisors at this office
4
Most active in
Indiana
Also doing business as
Crown Haven Wealth Management · Crown Haven Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Cameron G
Series 65
Carmel, IN
Crown Haven Wealth Management
Cameron Gardner is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential and with approximately one year of industry experience. His prior roles include positions at Aegis Wealth Management, Capital Financial Advisory Group, and several insurance firms. Gardner is also an insurance agent, dedicating significant time to that business alongside his advisory role. Crown Haven Wealth Management serves primarily individual clients by referring them to third-party investment advisers rather than managing assets directly. The firm evaluates and monitors these third-party managers to align with clients’ financial goals and risk tolerance, and it operates with a notable emphasis on insurance services integrated with its advisory offerings.
Nathan K
Series 65
Carmel, IN
Crown Haven Wealth Management
Nathan Kesling is a financial advisor at Crown Haven Wealth Management in Carmel, Indiana, holding a Series 65 license with six years of industry experience. He has worked at Crown Haven in various capacities since 2019 and previously held roles at Aegis Wealth Management and Indiana Farm Bureau Insurance. Kesling is also licensed as a life, accident, and health insurance agent. Crown Haven Wealth Management serves approximately 394 individual households by referring clients to third-party registered investment advisers rather than directly managing assets. The firm focuses on selecting and monitoring external investment managers to align with clients’ financial goals and risk profiles, combining advisory services with licensed insurance offerings.
Casey M
Series 65
Carmel, IN
Crown Haven Wealth Management
Casey Marx is a financial advisor at Crown Haven Wealth Management in Carmel, IN, holding a Series 65 credential with one year of industry experience. In addition to his advisory role, he manages a business technology company, Pine Cone II LLC, providing oversight and management. Crown Haven Wealth Management serves primarily individual clients by evaluating and recommending third-party investment advisers tailored to clients’ financial situations and risk tolerances, without directly managing client assets or executing trades.
Gordon C
Series 66
Carmel, IN
Crown Haven Wealth Management
Gordon Campbell is a financial advisor with Crown Haven Wealth Management in Carmel, IN, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms, including Aegis Wealth Management and Lifemark Securities, and has been associated with Crown Haven in various capacities since 2016. Additionally, he is involved with Crown Haven Wealth Advisors as an independent insurance agent specializing in life and annuity products. Crown Haven Wealth Management provides financial advisory services primarily to individual clients, referring them to third-party registered investment advisers rather than managing assets directly. The firm focuses on evaluating and recommending investment advisers that align with clients' financial goals and risk tolerance, while monitoring those advisers and their reporting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)