Haven Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haven Wealth Planning offers discretionary investment management and financial planning services primarily to individuals and high‑net‑worth clients, tailoring recommendations to each client’s financial condition, goals, liquidity needs, and risk tolerance. The firm documents objectives in written financial plans and investment policy statements and implements portfolios using diversified holdings, typically no‑load index mutual funds and ETFs.
The firm’s investment approach is evidence‑based and passive, grounded in Modern Portfolio Theory and the Fama‑French three‑factor model, with an emphasis on strategic asset allocation, diversification, and periodic rebalancing. It uses a formal risk assessment process and portfolio‑construction tools to align asset class exposures with clients’ long‑term objectives while considering tax efficiency and account‑level interactions.
Distinctive for its peer group, Haven regularly recommends or retains independent third‑party advisers to manage all or portions of client portfolios and retains discretionary authority to hire or terminate those managers after conducting due diligence. The firm, founded in 2022, reports modest assets under management (approximately $15,367 as of December 31, 2025) and participates in a custodial program that provides technology and practice‑support services, which it discloses and monitors for potential conflicts.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $10,000 annually, paid quarterly in advance, fees are negotiable
$0 - $3,000,000: 0.95% annually $3,000,000+: 0.45% annually
Account minimum: $375,000 Minimum fee: $4,800 annually (minimum annual fee)
Main office
Kirkwood MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Haven Wealth Planning · Haven Wealth Planning, 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 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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