Fee-only adviser · Virginia Beach, VA
Haven Financial Partners LLC
Haven Financial Partners LLC is a fee-only investment adviser registered with the securities regulators of Michigan, Virginia, with its main office in Virginia Beach, Virginia. On its latest Form ADV, filed March 30, 2026, it reports $7.6M in regulatory assets under management, 9 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan, Virginia |
|---|---|
| Firm CRD number | 336748 |
| Office | 249 Central Park Avenue Suite 300-252 Virginia Beach, VA 23462 |
| Phone | (757) 219-2644 |
| Website | Not listed |
| Regulatory assets under management | $7.6M |
| Individual clients | 9 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Virginia Beach
- Beacon Harbor Wealth Advisors $608M
- Gratus Wealth Advisors LLC $822M
- Apforia $102M
- Stages Planning Group, LLC $93M
- Bellars Harris Wealth Management $505M
- Altura Wealth Advisors $235M
See all 21 fee-only advisers in Virginia Beach →
Nearby
- Chesapeake 2 firms
- Norfolk 9 firms
- Suffolk 2 firms
- Newport News 4 firms
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