Haddon Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,787,928
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$223,491
About
Haddon Group LLC provides discretionary investment management and both project-based and ongoing comprehensive financial planning to individual and high-net-worth clients. The firm works with a very small client roster and manages a modest amount of client assets.
The firm primarily implements passive, asset-class portfolios using index mutual funds and ETFs, while also applying fundamental and cyclical analysis in its research and portfolio construction. Client relationships are documented with individualized investment policy statements, allow reasonable client-imposed restrictions, and accounts are reviewed on a quarterly basis.
Noteworthy aspects include the combination of a largely passive implementation with company-level fundamental and cyclical analysis and the availability of both project-based engagements and an ongoing, subscription-style planning service. The adviser relies on custodial platforms that provide support services to the firm, does not vote client proxies on clients’ behalf, and generally does not furnish separate written portfolio reports to investment advisory clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Retirement income strategy
Passive / index investing
Fee options
Project-Based Financial Planning fees range from $300 to $2,000 depending on complexity and client needs; fees are negotiable.
$0 - $1,000,000: 1.00% $1,000,000+: Negotiable
Ongoing Comprehensive Financial Planning fee is $250 per month, paid monthly in arrears; fee may be negotiable.
Main office location
Haddon Group LLC
Hixson TN, United States
Number of offices
1
Most active in
Haddon Group LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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