Haven Capital Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$750/hr

“$750 per hour $200 per hour 1.50% Advisory Services Travel Time The fee percentage is divided by four for each calendar quarter.”

Annual fee

$5,000/yr

“Haven Capital Group subscribes to a $5,000 annual fee minimum in order to provide sufficient individual advisory services, and under certain circumstances, Haven Capital Group may provide services for greater than or less than the annual fee schedule, annual minimum fee and/or hourly fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Haven Capital Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for the initial quarter shall be billed in arrears, prorated, and calculated on the value of the assets under management as of the last business day of the initial quarter.”
• “For each quarter subsequent to the initial quarter, fees for investment services are billed in advance at the beginning of each quarter, calculated on the value of the assets under management as of the last business day of the previous quarter.”
• “Clients have the option of having fees deducted from client assets or being billed directly for fees incurred.”

How Haven Capital Group’s fees compare

• Its hourly rate of $200-$750 spans the California median of $300. 84% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 7 other planners in Westlake Village that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.

About Haven Capital Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

118

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$143,939,449

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149641

Website

havencapitalgroup.com (opens in new tab)

Phone

(805) 963-9050

Can advise clients in 2 states: California, New York

Other planners in Westlake Village that publish fees

• Brooks Wealth ManagementWestlake Village$250/hr, $199⁠-⁠$20,000
• Fischer Investment Strategies, LLCWestlake Village$350/hr
• Kate Capital GroupWestlake Village$300/hr
• Lone Peak Asset Management, Inc.Westlake Village$1,000⁠-⁠$5,000
• Mfac Financial Advisors, Inc.Westlake Village$550/hr
• Sherwood Financial Partners, LLCWestlake Village$500/hr

Compare all 20 planners in Westlake Village