Haddon Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,500/yr

“Fees for Advisory Services Financial Planning & Investment Advisory Services HWM offers financial planning or investment advisory consulting services on a fixed fee per engagement starting at a minimum of $1,500 per annum.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Haddon Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable, at the sole discretion of the Advisor, depending on the nature and complexity of each Client’s circumstances.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Clients referred to unaffiliated money manager[s] will be billed in accordance to the agreement with the respective parties.”

How Haddon Wealth Management, LLC’s fees compare

• Its annual fee of $1,500 is below the New Jersey median of $6,318. 9% of the 47 other New Jersey planners that publish an annual fee charge less.

About Haddon Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

71

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$90,391,742

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

226703

Website

haddonwealthmgt.com (opens in new tab)

Phone

(856) 888-1744

Can advise clients in 3 states: Florida, New Jersey, Pennsylvania

Other planners in Haddonfield that publish fees

• Haddonfield Financial Planning LLCHaddonfield$250/hr
• Onroute FinancialHaddonfield$250/hr, Up to $10,000
• Wrought Financial PlanningHaddonfield$350/hr, $4,800/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000

Compare all 4 planners in Haddonfield