# Haven Financial Partners LLC

> Haven Financial Partners LLC is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 336748
- Filed as: HAVEN FINANCIAL PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336748
- AdvisorCensus page: https://advisorcensus.com/firm/haven-financial-partners-llc-virginia-beach-va-336748

## Quick answers

**How is Haven Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Haven Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Haven Financial Partners LLC located?**
Haven Financial Partners LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Haven Financial Partners LLC registered with the SEC or a state?**
Haven Financial Partners LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336748.

**How much does Haven Financial Partners LLC manage?**
Haven Financial Partners LLC reports $7,563,140 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Haven Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Haven Financial Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336748

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,563,140
- Discretionary: $7,563,140
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,641,607 |
| High net worth individuals | Fewer than 5 | $4,921,533 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haven Financial Partners LLC (CRD 336748): Form ADV filing data as of October 2026.