Devon Rauth is a CFP-designated registered investment advisor at North Haven Financial LLC, based in Suffield, CT. Devon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 33 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
This rate is for Investment Management Services (without Financial Planning). The firm also offers Comprehensive Financial Planning with Investment Management, which includes an engagement fee ranging from $3,000 to $5,000 plus an ongoing annual financial planning fee between $4,000 and $10,000, in addition to an annual investment advisory fee of 0.6% of the asset value. The minimum annual fee for Investment Management Services (without Financial Planning) is $6,000 (after the engagement fee has been paid).
Fee Estimator
Location
Suffield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
North Haven Financial LLC
State Registrations3 states
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