Haddon Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,746,575
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
71
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,080,938
About
Haddon Wealth Management provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, business entities, and charitable organizations including foundations and endowments. Services cover retirement and estate planning, tax-aware investment strategies, cash flow and insurance reviews, and support for charitable giving objectives.
The firm follows a primarily long-term, tax-efficient investment approach, constructing portfolios from individual stocks and bonds, mutual funds and ETFs, and, when appropriate, using unaffiliated money managers. For risk management or income needs the adviser may employ options and, in limited circumstances, inverse, long/short or leveraged funds, and relies on a blend of fundamental, technical and cyclical analysis.
Distinctive for an independent adviser of its size, the firm explicitly serves charitable institutions and endowments and incorporates charitable and estate-planning considerations into its advice. The brochure also discloses a past administrative registration oversight in Pennsylvania that was resolved through a consent order and the firm is now properly registered.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Fee options
Fixed fees for financial planning starting at $1,500 per annum.
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.85% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.55% annually $5,000,000 - $10,000,000: 0.40% annually $10,000,000+: 0.25% annually
In certain circumstances, hourly rates may be charged for financial planning and advisory services, up to $25,000 total annual engagement cost.
Minimum fee: Fixed fees for financial planning services start at $1,500 per annum, fees may be negotiable. Fee-only: Fee-only advisory services; no commissions received.
Main office location
Haddon Wealth Management, LLC
2 Kings Highway West, Suite 201
Haddonfield NJ 08033, United States
Number of offices
1
Most active in
Haddon Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · Pennsylvania
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
Quick links
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