# HAVAPLAN FINANCIAL

HAVAPLAN FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285636
- Type: SEC-registered investment adviser
- Location: 4695 MACARTHUR COURT, NEWPORT BEACH, CA, 92660
- Phone: 949-610-8975
- Latest filing: 2026-02-02
- Regulatory AUM: $98.6M
- Discretionary AUM: $98.6M
- Clients: 2
- Accounts: 143

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285636/similar
- Related entities: https://search.stillhousedata.com/firm/285636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285636

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.