Havaplan Financial fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Havaplan Financial charges $300-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$400/hr
“Comprehensive Financial Planning Comprehensive Financial Planning will be offered as a standalone service at an hourly rate of $300 $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Havaplan Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. 8 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Havaplan Financial’s fees compare
- Its hourly rate of $300-$400 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
About Havaplan Financial
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 73
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $98,642,817
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285636
- Phone
- (949) 610-8975
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.