Haven Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“We charge a fixed fee of $10,000 for Project-Based Financial Planning.”

Annual fee

$30,000/yr

“Ongoing Financial Planning HFP charges an annual fixed fee of $30,000 for Ongoing Financial Planning, paid semi-annually in advance.”

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

How Haven Financial Partners LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The fee for Investment Management Services will be based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Haven Financial Partners LLC’s fees compare

• Its flat or project fee of $10,000 is above the Virginia median of $4,250. 82% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.
• Its annual fee of $30,000 is above the Virginia median of $6,350. 96% of the 55 other Virginia planners that publish an annual fee charge less.
• 5 of the 5 other planners in Virginia Beach that publish an annual fee charge less.

About Haven Financial Partners LLC

• Principal: Kay Dubreuil
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,563,140

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336748

Phone

(757) 219-2644

Can advise clients in 2 states: Michigan, Virginia

Other planners in Virginia Beach that publish fees

• Altura Wealth AdvisorsVirginia Beach$4,000⁠-⁠$25,000, $350⁠-⁠$2,500/mo
• Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500⁠-⁠$10,000
• Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000⁠-⁠$50,000
• Bellars Harris Wealth ManagementVirginia Beach$5,000⁠-⁠$25,000
• Compton Wealth Advisory Group, LLCVirginia Beach$150⁠-⁠$450/hr
• Cook Financial Designs, Inc.Virginia Beach$4,000⁠-⁠$40,000/yr

Compare all 28 planners in Virginia Beach