Haven Wealth Group

Haven Wealth Group (CRD# 148099) is a financial advisory firm headquartered in Houston, TX. They manage $152,000,000 in 379 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $401,055
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Haven Wealth Group
Showing 1 - 5 of 5 top financial advisors.
1
Richea Powell
CRD#: 2308997
1111 North Loop West, Suite 1110, Houston, TX 77008
96
Wealthminder
score

Richea Powell (CRD# 2308997) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 24 years of experience in the finance industry.

2
William C. Calvin
CRD#: 5664344
1111 North Loop West, Suite 1110, Houston, TX 77008
93
Wealthminder
score

William Calvin (CRD# 5664344) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 8 years of experience in the finance industry.

3
Crystal M. Hebert
CRD#: 6650545
1111 North Loop West, Suite 1110, Houston, TX 77008
90
Wealthminder
score

Crystal Hebert (CRD# 6650545) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has 1 year of experience in the finance industry.

4
Richard H. Wiesner
CRD#: 6179923
1111 North Loop West, Suite 1110, Houston, TX 77008
89
Wealthminder
score

Richard Wiesner (CRD# 6179923) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 4 years of experience in the finance industry.

5
Rosalie M. Groendes
CRD#: 6473401
1111 North Loop West, Suite 1110, Houston, TX 77008
87
Wealthminder
score

Rosalie Groendes (CRD# 6473401) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.