Haddonfield Financial Planning LLC fees and pricing
Financial planner in Haddonfield, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 16, 2026, Haddonfield Financial Planning LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate for same is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haddonfield Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Financial Planning Services will be billed hourly and statements for services provided will be sent to the Client each quarter.”
- “The fees shall be collected by check from Client.”
- “Advisory fees are payable monthly, in arrears, and shall be calculated by multiplying the aggregate market value of the account assets under management with the client’s corresponding fee schedule on the Advisory Agreement.”
How Haddonfield Financial Planning LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- None of the 2 other planners in Haddonfield that publish an hourly rate charge less.
About Haddonfield Financial Planning LLC
“Financial planning is a comprehensive evaluation of an individual’s current and future financial state, with a focus on developing a strategy for each client.”
- Firm size: 3 employees.
- Founded: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 203
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $134,826,592
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298177
- Phone
- (856) 795-0471
Can advise clients in 6 states: California, Florida, New Hampshire, New Jersey, Pennsylvania, Texas
Other planners in Haddonfield that publish fees
- Haddon Wealth Management, LLCHaddonfield$1,500/yr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.