HADDONFIELD, NJCRD 298177Latest ADV February 16, 2026
Haddonfield Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Haddonfield, NJ. Its latest Form ADV filing, dated February 16, 2026, reports $135M in regulatory assets under management, 3 employees, and 212 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
135
2
HNWI
32.1%
68
3
Corporations
4.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 16, 2026
Discretionary92.5%
$125M
92% of total RAUM92.5%
Non-discretionary7.5%
$10M
8% of total RAUM7.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts212
10Y AUM Change+$31M (+29.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.