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- Custodian
- Altruist · Principal · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2011
- Office Locations
- 1
Office Locations
About Haven Financial Solutions, INC
Haven Financial Solutions, Inc. is a fee-only fiduciary firm in Evanston, IL led by financial planner Danielle L. Schultz. The practice provides comprehensive financial planning and investment management, with strengths in retirement planning, divorce financial analysis, and college/529 planning for individuals and families navigating major life transitions. Portfolios are implemented primarily with public funds and ETFs, including via Vanguard.
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Owner & Executives
DANIELLE L SCHULTZ
Financial Advisor, General Partner, President, PRINCIPAL
- CRD
- #5889189
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,045,051 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,045,051 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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