Haven Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haven Financial Advisors provides fee-only financial planning and investment management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers comprehensive financial plans, ongoing asset management, hourly limited-scope engagements, and implementation advice covering cash flow, tax, retirement, education and estate matters.
The firm’s investment approach emphasizes strategic asset allocation with indexed and evidence-based funds as the core holdings, supplemented by actively managed funds in less-traded markets and global diversification; assets are invested primarily in no-load mutual funds and exchange-traded funds held at discount custodians. Haven manages roughly $80–85 million on a discretionary basis for about 48 clients, provides written quarterly performance and allocation reports, and will prepare investment policy statements when requested.
Distinctive features for a firm of this size include explicit work with pension and profit-sharing plans and pension consulting for institutional clients, the principal’s professional credentials (CFA, CFP) and periodic work as an expert witness, and a relatively high account minimum with discretionary waiver flexibility. The brochure also discloses recent material changes — an increase in the minimum account value and higher hourly rates — and reiterates that the firm operates on a fee-only basis without accepting commissions.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
$500 per hour for financial planning and hourly planning engagements.
Account minimum: $800,000 Fee-only: Fee-only financial planning and investment management; no commissions or sales of products; no finder’s fees.
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Haven Financial Advisors · Lkokernak · Louis Kokernak · Lsk Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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