Haven Financial Solutions, Inc fees
Financial planner in Evanston, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Haven Financial Solutions, Inc (Evanston, IL) charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $300/hr
“Fees for these services are $300 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How Haven Financial Solutions, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, you will be billed in one-minute increments, and a partial increment will be treated as a whole.”
- “Time will be assessed against the retainer at the firm’s hourly rate billed in one-minute increments.”
- “Our published fees are negotiable, but at the sole discretion of our firm.”
How these fees compare
- Its hourly rate of $300 is above the Illinois median of $275. 51% of the 111 other planners in Illinois that publish an hourly rate charge less.
- 1 of the 2 other planners in Evanston that publish an hourly rate charges less.
About Haven Financial Solutions, Inc
- Solo practice: Form ADV reports one employee.
- Credentials held by people at the firm, per its brochure: CFP® professional (opens in new tab).
- Founded: 2010 (16 years).
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 7
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $15 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 156422 (opens in new tab)
- Phone
- (847) 864-2761
Other planners in Evanston that publish fees
- Blue Sky Investment Partners, Inc.Evanston$1,500-$2,500
- Defender Asset Management LLCEvanston$125/hr, $1,500-$30,000
- Pinnacle Planning Advisors, LLCEvanstonUp to $350/hr, $800-$3,000
- Zimmerman Wealth Management, LLCEvanston$95-$600/hr, $8,500-$20,000
More planners in Illinois that publish fees
- Dogwood Investment AdvisorsNorthbrook$250/hr
- Merino Wealth ManagementGlenview$500/hr, $8,000-$25,000/yr
- Ascent Fintech LLCCarol Stream$250/hr, up to $3,000
- Indie Financial PlanningChicago$200/hr
- Hemsley Advisors, Ltd.Chicago$200/hr
- Wysopal WealthLa Grange Park$500/hr, $2,000-$25,000
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.