Overview
Assets Under Management: $135 million
Headquarters: HADDONFIELD, NJ
High-Net-Worth Clients: 68
Average Client Assets: $1 million
Frequently Asked Questions
HADDONFIELD FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298177), HADDONFIELD FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
HADDONFIELD FINANCIAL PLANNING LLC is headquartered in HADDONFIELD, NJ.
HADDONFIELD FINANCIAL PLANNING LLC serves 68 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, HADDONFIELD FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
HADDONFIELD FINANCIAL PLANNING LLC manages $135 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, HADDONFIELD FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.48
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 212
Discretionary Accounts: 210
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 298177
Filing ID: 2048893
Last Filing Date: 2026-02-16 05:47:17