$98.6M Total AUM
$98.6M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
4695 Macarthur Court 11th Floor Newport Beach CA
About Havaplan Financial
Havaplan Financial is a fee-only, fiduciary RIA led by CFP professional Laurie Dubchansky, providing hourly and project-based comprehensive financial planning and goal-based investment strategy for individuals across life stages, including retirement planning. Portfolios are implemented primarily with ETFs alongside U.S. government/agency bonds and cash, with Schwab as custodian. Member of XY Planning Network and NAPFA.
Team overview
64 AVG AGE
$49.3M AVG AUM / ADVISOR
$957.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Laurie Drucker Dubchansky
Chief Compliance Officer, Owner
- CRD
- #6627324
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
T
Thomas Robert Anderson
--
- CRD
- #8175047
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,642,817 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,642,817 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing