PlannerFees

Von Haefen Financial Management fees and pricing

Financial planner in Nashville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Von Haefen Financial Management charges a flat or project fee of $1,250⁠-⁠$3,500 and an annual fee of $5,000⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,250⁠-⁠$3,500
“VHM’s Financial Review fee is a flat fee ranging between $1250 - $3500 depending on the complexity of the planning and the scope of services selected.”
Annual fee
$5,000⁠-⁠$50,000/yr
“VFM’s initial year annual fees typically range from $5,000 - $50,000.”

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

How Von Haefen Financial Management bills

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

  • “Fees are negotiable at the sole discretion of VFM.”
  • “Retainer clients may pay VFM’s fee by check or have the fee deducted from their Schwab account, if applicable.”

How Von Haefen Financial Management’s fees compare

  • Its flat or project fee of $1,250-$3,500 spans the Tennessee median of $3,000. 37% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 4 of the 13 other planners in Nashville that publish a flat or project fee charge less.
  • Its annual fee of $5,000-$50,000 spans the Tennessee median of $7,250. 91% of the 35 other Tennessee planners that publish an annual fee charge less.
  • 5 of the 7 other planners in Nashville that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Von Haefen Financial Management

“Von Haefen Financial Management (“Adviser” or “VFM”) is a fee-only holistic financial planning firm that specializes in providing holistic financial planning services to individuals, families, and trusts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
88
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and other services
Assets managed
$127,605,871
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
130564
Website
vhfinancialmanagement.com (opens in new tab)
Phone
(615) 353-9646

Can advise clients in 3 states: Illinois, Louisiana, Tennessee

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