Fee-OnlyFinder

Haviland & Sams, LLC

Financial planning in Farmington, CT

State registeredNo commissions reported

Call (860) 678-1414Send a messageMap ↗

Public-record details

Address
30 Stanford Drive, 2nd Floor, Farmington, CT 06032
Phone
(860) 678-1414
Listed under
Financial planning, Hourly fees, Flat / fixed fees
CRD number
127175
Registration
State registered: CT, FL, MA, NY
Compensation (Form ADV 5.E)
Hourly charges; Fixed fees; Other (Percentage of Advised Assets)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D)
101
Individual / high-net-worth clients
21 / 80
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-07-15

State registered (CT, FL, MA…) investment adviser, CRD 127175, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Farmington

Connecticut Wealth Management, LLC281 Farmington Avenue · Farmington, CT 06032 · (860) 470-0290 · Financial planningCRD 154310 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reportedFiscal Dynamics Incorporated314 Farmington Avenue, Suite 100 · Farmington, CT 06032 · (860) 677-1753 · Financial planningCRD 111155 · % of assets, Fixed fees, Other · $35.4 million AUMState registeredNo commissions reportedMedallion Wealth Advisors, LLC2 Bridgewater Road, Suite 201 · Farmington, CT 06032 · (860) 967-3032 · Financial planningCRD 156064 · % of assets, Hourly charges, Fixed fees · $516.9 million AUMSEC registeredNo commissions reportedMjp Wealth Advisors74 Batterson Park Rd, Suite 103 · Farmington, CT 06032 · (860) 677-7755 · Financial planningCRD 127654 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedNavigator Financial LLC11 Chiltern St · Farmington, CT 06032 · (860) 775-2255 · Financial planningCRD 335223 · % of assets, Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reportedNew England Asset Management, INC.74 Batterson Park Rd., Pond View Corporate Center · Farmington, CT 06032 · (860) 676-8722 · Flat / fixed feesCRD 105900 · % of assets, Fixed fees · $111.7 billion AUMSEC registeredNo commissions reportedPasi Investments, LLC10 Talcott Notch Road, 2nd Floor · Farmington, CT 06032 · (860) 284-6880 · Flat / fixed feesCRD 145640 · % of assets, Fixed fees · $676.3 million AUMSEC registeredNo commissions reportedSagebroadview Wealth Management, LLC10 Waterside Drive, Suite 305 · Farmington, CT 06032 · (860) 606-3580 · Financial planningCRD 126472 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reported

All 11 in Farmington →