Crown Haven Wealth Advisors - Financial Advisor in Carmel, Indiana

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Tel: 317-819-6638 11555 N Meridian Street Suite #560 Carmel, IN 46032

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

CRD#:

7292118

Firm CRD#:

306691

Insurance License#:

3496961

States Licensed in:

States Willing to do Business 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:

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 & Memberships

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Accident, Health, Life

Services

Investment Types:

Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Our Office, Video Conference

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:

Firm Information

Assets Managed by Firm:

$325,000,000.00

Total Assets Under Management by Advisor:

$325,000,000.00

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

https://crownhaven.com/disclosures/

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1892615/wiseradvisor-crown-haven-wealth-advisors-detailed-disclosure.html

5 Years of Experience

CRD# 7292118 Firm CRD# 306691Insurance License# 3496961Series 65

News & Events

RetireSHIELD

When: 07/27/2023 | By:

Location:

Details: Crown Haven Wealth Advisors, a trailblazing industry leader in retirement solutions, is thrilled to announce the highly-anticipated expansion of RetireSHIELD<sup>™</sup> TV. RetireSHIELD<sup>&t...

RetireSHIELD" TV to Debut in Indianapolis

When: 03/06/2023 | By:

Location:

Details: Crown Haven Wealth Advisors is pleased to announce that RetireSHIELD" TV, a brand-new show about the journey of retirement, will begin airing this weekend in Indianapolis. The 30-minute educational an...

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Communities Served

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