Haven Wealth Management
Haven Wealth Management is a San Francisco-based fiduciary advisory firm founded in 2019 that acts as a Personal CFO for high-net-worth individuals and families, providing retirement income, estate, tax, and insurance planning through its 4 C's process.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Haven Wealth Management does
Haven Wealth Management is a privately-held, fiduciary investment advisory firm founded in 2019 and headquartered in San Francisco, California, with a secondary office in the same building. The firm positions itself as a 'Personal CFO' for high-net-worth individuals and families, delivering wealth management, retirement income planning, estate and legacy planning, Social Security and pension maximization, tax and legal planning coordination, business succession planning, and education funding under its proprietary 4 C's process (Competence, Coaching, Convenience, Continuity). Its core offering spans two product buckets — protection (life, disability, long-term care, and property insurance) and accumulation (mutual funds, ETFs, REITs, structured notes, stocks, bonds, CDs, cash alternatives, and variable/fixed annuities) — complemented by comprehensive financial planning services.
The firm's technology stack is entirely third-party: it has no proprietary platform, instead leveraging CreativeOne Wealth, LLC for RIA regulatory infrastructure, GeoWealth's Changepath Portal for client account access, and TD Ameritrade, Charles Schwab, and Fidelity as custodians for performance reporting. Its operational team is small (1-10 employees, four named client-facing operators including a CFA-designated Chief Investment Officer and three client service associates), and it markets primarily through educational blog content, a downloadable retirement guide, and Calendly-scheduled consultations.
The firm generates revenue through three streams: recurring fee-based investment advisory services delivered via its CreativeOne Wealth affiliation, commission-based sales of insurance products, and financial planning fees (both comprehensive and single-issue), with specific advisory rates disclosed only via ADV Part 2A. Customer acquisition is relationship-led, emphasizing face-to-face consultations within the San Francisco Bay Area and beyond, served through a horizontal segmentation approach that addresses pre-retirees/retirees as the primary segment and business owners/professionals and families/individuals as secondary segments.
Haven Wealth Management firmographics
Firmographics- Name
- Haven Wealth Management
- Legal name
- Haven Wealth Management
- Website
- https://thehavenwealth.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Haven Wealth Management is a San Francisco-based fiduciary advisory firm founded in 2019 that acts as a Personal CFO for high-net-worth individuals and families, providing retirement income, estate, tax, and insurance planning through its 4 C's process.
- Ownership category
- akta.pro rank
Haven Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Haven Wealth Management is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Haven Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Haven Wealth Management operates as an independent affiliated practice.
- Insurance Products: Commission-based sales of insurance products including life insurance, disability insurance, long-term care insurance, and annuities (variable and fixed). The firm is a licensed insurance professional.
- Financial Planning Fees: Fees for comprehensive financial planning and single-issue planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive financial planning |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Haven Wealth Management product offering
Product offeringCore offering
Haven Wealth Management delivers personalized wealth management and financial planning services to individuals, families, and business owners in the San Francisco Bay Area. Its core offerings include comprehensive and single-issue financial planning, retirement income planning, Social Security and pension maximization, estate and legacy planning, tax planning coordination, business succession planning, and insurance protection products (life, disability, long-term care, home, auto, umbrella). Investment Advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser, using products such as mutual funds, ETFs, REITs, structured notes, stocks, bonds, CDs, cash alternatives, and annuities.
Product overview
Haven Wealth Management offers a unified wealth management service structured around their proprietary 4 C's process methodology (Competence, Coaching, Convenience, Continuity). Their product portfolio consists of two main categories: Protection products (life, disability, long-term care, and property insurance) and Accumulation products (mutual funds, ETFs, REITs, structured notes, stocks, bonds, CDs, cash alternatives, and annuities). They supplement these with comprehensive financial services including retirement income planning, estate planning, tax planning, and business succession planning. The firm positions itself as a 'Personal CFO' serving individuals and families.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 43% of Americans fear outliving their money more than death; 60% of Baby Boomers share this concern
- +1 more outcomes
Companies that use Haven Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Haven Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Haven Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- CreativeOne WealthcoreCreativeOne Wealth, LLC provides Investment Advisory services to Haven Wealth Management clients. Haven operates as an independent affiliated practice. CreativeOne Wealth is a Registered Investment Adviser that provides the regulatory and advisory infrastructure for the firm's investment management services.
- GeoWealthcoreGeoWealth provides the Changepath Portal technology platform used by Haven Wealth Management for client account access, performance reporting, and planning tools. The platform enables clients to access their financial data and planning resources.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Haven Wealth Management competitors and assessment
Company assessmentOthers
- GeoWealth: Technology platform that provides Haven with its Changepath Portal for client account access and reporting. Comparable as a turnkey tech stack for independent RIAs seeking enterprise-grade capabilities without building proprietary systems.
Broad incumbents
- Wealthfront: Leading automated investment advisor offering goal-based planning, retirement accounts, and cash management to mass-affluent clients. Comparable in retirement-focused fiduciary offering and target demographic, competing primarily on cost and digital UX.
- Carson Wealth: National RIA platform supporting independent advisor practices with investment solutions, technology, and back-office support. Comparable to Haven's affiliated-practice structure with CreativeOne, but operating at much greater scale across the US.
- Mariner Wealth Advisors: Large national RIA offering comprehensive wealth planning, investment management, retirement, estate, and tax planning to HNW individuals and families. Comparable in holistic 'Personal CFO' positioning and integrated planning services.
- Betterment: Largest independent digital RIA in the US, offering automated and human-assisted investment advice, retirement planning, and cash management. Comparable as a fiduciary advisor targeting retirement savers, but with a low-fee, tech-first delivery model.
- Empower (formerly Personal Capital): Large hybrid RIA combining digital tools with human advisors, serving mass-affluent and HNW clients with retirement planning, investment management, and wealth advisory. Comparable in fiduciary positioning and retirement-income focus, but at materially greater scale.
- Edelman Financial Engines: One of the largest independent RIAs in the US, serving mass-affluent and HNW households with fee-only financial planning and investment management. Comparable in fiduciary, fee-based wealth management positioning and retirement focus, but with national scale and employer-plan roots.
- Fisher Investments: Large independent investment management firm serving high-net-worth individuals and institutions with portfolio management and retirement-income strategies. Comparable in retirement and wealth management focus for affluent clientele, but at significantly larger AUM scale.
Direct peers
- Facet Wealth: Tech-enabled, fee-only financial planning and investment advisory firm serving mass-affluent and HNW clients virtually. Comparable to Haven in target segment (retirees and pre-retirees) and holistic planning offering, but operates at greater scale with a fully digital delivery model.
- CreativeOne Wealth: Independent RIA that provides the regulatory and advisory infrastructure underpinning Haven's investment management services. Directly comparable as a fee-based RIA serving retail and pre-retiree clients through affiliated advisor practices.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Haven Wealth Management social profiles
Digital presenceHaven Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Haven Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Haven Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Haven Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Haven Wealth Management
What does Haven Wealth Management do?
Haven Wealth Management delivers personalized wealth management and financial planning services to individuals, families, and business owners in the San Francisco Bay Area. Its core offerings include comprehensive and single-issue financial planning, retirement income planning, Social Security and pension maximization, estate and legacy planning, tax planning coordination, business succession planning, and insurance protection products (life, disability, long-term care, home, auto, umbrella). Investment Advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser, using products such as mutual funds, ETFs, REITs, structured notes, stocks, bonds, CDs, cash alternatives, and annuities.
Is Haven Wealth Management a public or private company?
Haven Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Haven Wealth Management founded?
Haven Wealth Management was founded in 2019. It employs 1 to 10 people.
Where is Haven Wealth Management based?
Haven Wealth Management is headquartered in San Francisco, United States, in the North America region.
How does Haven Wealth Management make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Products and financial Planning Fees.
Who are Haven Wealth Management's main competitors?
GeoWealth is listed as an others. Broad incumbents are Wealthfront, Carson Wealth, Mariner Wealth Advisors, Betterment, Empower (formerly Personal Capital), Edelman Financial Engines and Fisher Investments. Direct peers are Facet Wealth and CreativeOne Wealth.
Does Haven Wealth Management have an API?
No public API is recorded for Haven Wealth Management.
What industry is Haven Wealth Management in?
Haven Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.