Haven Wealth Planning fees and pricing
Financial planner in Kirkwood, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Haven Wealth Planning charges an annual fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000-$10,000/yr
“The fixed-fee ranges from $1,000 to $10,000 annually (paid quarterly in advance).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haven Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
- “Fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last day of the prior calendar quarter.”
- “Alternatively, clients may elect to pay Adviser’s fees electronically via ACH.”
How Haven Wealth Planning’s fees compare
- Its annual fee of $1,000-$10,000 spans the Missouri median of $6,000. 47% of the 45 other Missouri planners that publish an annual fee charge less.
About Haven Wealth Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Minimum
- $4,800 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $15,367
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328258
- Phone
- (314) 403-2473
Other planners in Kirkwood that publish fees
- Mayfair Financial, LLCKirkwood$6,400-$14,000, $6,000-$14,000/yr
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/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.