About Crown Haven Wealth Advisors
Crown Haven Wealth Advisors is located in Carmel, Indiana assisting clients in the Indianapolis area - and nationwide - with thoughtful financial planning in meeting their retirement and money management goals. We help achieve this through our proprietary RetireSHIELD® planning process.
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
10-19
automated call
Yes
CRD#
7292118
Firm CRD#
306691
Insurance License#
3496961
States Licensed in
IN
Years of Experience in Financial Services
5
Number of Years with Current Firm
5
Foreign Languages Serviced
English
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Accident, Health, Life
Firm Information
Assets Managed by Firm
$325,000,000.00
Assets Managed by Advisor
$325,000,000.00
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$350,000
Additional Details on Charges
Our base advisor fee is 0.85% with our minimum investment being $2000.00
Minimum Fee Charged for Managed Accounts
0
Minimum Fee Charged for Hourly Planning Accounts
0
Education
Bachelor of Arts - Finance; Risk Management & Insurance
Butler University
09/07/2015 -05/10/2019
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892615/financialplanners-Crown-Haven-Wealth-Advisors-detailed-disclosure.html