Haverdink Financial Management, LLC fees and pricing

Financial planner in Portage, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 23, 2026, Haverdink Financial Management, LLC charges $75 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75/hr; “Administrative-only support services provided by the Adviser are invoiced at a rate of $75 hourly.”

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

“Each billable month’s advisory fee is calculated separately, and the total is billed quarterly.”
“The sums calculated for each of the three months are then added together and invoiced at the end of each quarter.”
“The Adviser’s fee is billed to the next one-half hour.”

Its hourly rate of $75 is below the Michigan median of $250. None of the 170 other Michigan planners that publish an hourly rate charge less.
None of the 3 other planners in Portage that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 179
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed: $220,425,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131236
Website: linkedin.com/in/kevin-haverdink-32aa86b (opens in new tab)
Phone: (269) 321-5070

Is something on this page wrong or out of date?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.