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.
General Information |
| Firm Start Year: | 2011 | |
| No. of Employees: | 10-19 | |
| automated call: | Yes |
| Insurance License#: | 3496961 |
| States Licensed in: | IN |
| 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 |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Our Office, Video Conference |
Qualifications & Memberships |
| 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 - Indianapolis 09/07/2015-05/10/2019 |
Disclosures |
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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. |
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Additional Detailed Disclosures |
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| IN |
RetireSHIELD
When: 07/27/2023
Details:Crown Haven Wealth Advisors, a trailblazing industry leader in retirement solutions, is thrilled to announce the highly-anticipated expansion of RetireSHIELD™ TV. RetireSHIELD™ TV will now additionally be airing On WISH TV (The CW) on Sundays from 11:30 AM to Noon. This groundbreaking show, dedicated to unraveling the secrets of a fulfilling retirement, will captivate audiences with its visionary approach. Prepare to be educated and enthralled by the 30-minute power-packed program. ...more
RetireSHIELD" TV to Debut in Indianapolis
When: 03/06/2023
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 and motivational program will air on Saturday nights from 7:30 - 8:00 p.m. on WRTV and on Sundays between 6:30 - 7:00 a.m. on WTTV. ...more
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