Crown Haven Wealth Advisors- Financial Advisor Carmel, IN

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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

CRD#

7292118

Firm CRD#

306691

Insurance License#

3496961

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Arts - Finance; Risk Management & Insurance

Butler University
09/07/2015 -05/10/2019

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://crownhaven.com/disclosures/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892615/paladinregistry-Crown-Haven-Wealth-Advisors-detailed-disclosure.html

Paladin Advisors

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Crown Haven Wealth Advisors