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HAVEN CAPITAL GROUP

Financial Advisor serving Westlake Village, California · 1 of 28 financial advisors in the area

📍 2625 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361
📞 (805) 963-••••
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📍 2625 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361

About HAVEN CAPITAL GROUP

HAVEN CAPITAL GROUP is a financial advisor located in Westlake Village, California. As a local financial advisor, they serve Westlake Village and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Westlake Village should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Westlake Village

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Westlake Village may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westlake Village

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Westlake Village?
Financial Advisors in Westlake Village typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Westlake Village?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 28 financial advisors in Westlake Village to choose from.
Does HAVEN CAPITAL GROUP offer free quotes?
Contact HAVEN CAPITAL GROUP directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Westlake Village

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ALLIANCE ADVISORY & SECURITIES, LLC

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MANCHESTER FINANCIAL INC

2815 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

GUILD INVESTMENT MANAGEMENT, INC.

31225 LA BAYA DRIVE, WESTLAKE VILLAGE, CA 91362

ONE CAPITAL MANAGEMENT, LLC

3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

FMB WEALTH MANAGEMENT

100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362