Red Haven Advisors, LLC fees and pricing

Financial planner in Seattle, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 21, 2026, Red Haven Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The Advisor’s hourly fee will be billed at a rate of $250 per hour.”

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

How Red Haven Advisors, LLC bills

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

  • “New account fees will be prorated from the inception of the account to the end of the first quarter.”
  • “Where it is not practical to deduct fees directly from client accounts, the client will be sent an invoice at the beginning of each quarter.”
  • “The invoice is payable by check upon receipt.”

How Red Haven Advisors, LLC’s fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 4 of the 38 other planners in Seattle that publish an hourly rate charge less.

About Red Haven Advisors, LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
16
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$3,101,343
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
307311
Website
youtube.com/@redhavenadvisors (opens in new tab)
Phone
(206) 617-0160

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Is something on this page wrong or out of date?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.