Haddonfield Financial Planning LLC logo

Haddonfield Financial Planning LLC

Updated today

Client assets under management

$131,785,832

Clients

203

33% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

68

High

Average account size

$649,191

About

Haddonfield Financial Planning provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trust and estate beneficiaries, retirement plans, and other institutional clients. The firm delivers ongoing asset management, comprehensive written financial plans, and ad hoc consulting or retainer engagements.

The firm generally follows a diversified, long‑term, buy‑and‑hold investment approach and uses strategic asset allocation across ETFs, mutual funds, individual securities, fixed income and annuities. Investment decisions are informed by fundamental and technical analysis as well as micro‑ and macro‑economic review, and the firm manages the majority of client assets on a discretionary basis.

A principal of the firm is licensed as an insurance agent, and insurance products (including life insurance and annuities) are explicitly included among its recommendations and planning services — a practice that is less common among similar advisory firms. The three‑advisor firm manages roughly $135 million for about 200 clients and offers multiple engagement formats (ongoing management, fixed‑fee planning, and hourly/retainer consultations), which may be relevant for clients seeking both investment and insurance solutions from a single advisory relationship.

Client services

Financial planning Portfolio management

Expertise

Annuities Charitable giving & philanthropy

Fee options

Fixed

Fixed fee for financial planning established in written agreement; varies based on complexity and services

Percentage

$0 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.9% $5,000,000+: Negotiable

Project-based

$250 per hour for financial planning services

Other

Account minimum: $250,000 Fee-only: Hourly consulting at $250/hour; fixed fees for financial planning (amount varies, established in written agreement)

Main office location

Haddonfield Financial Planning LLC

205 N Haddon Ave

Haddonfield NJ 08033-2322, United States

Number of offices

1

Most active in

California · Florida · New Hampshire · New Jersey · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rachel A

Series 65

Haddonfield, NJ

Haddonfield Financial Planning LLC

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning serves individuals, families, and institutional clients, including high-net-worth clients, trusts, pension plans, and charitable organizations. The firm offers comprehensive financial planning and asset management, emphasizing strategic asset allocation and a long-term, buy-and-hold investment approach.

Annuities Charitable giving & philanthropy
user avatar

Darin B

Series 65

Haddonfield, NJ

Haddonfield Financial Planning LLC

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with a Series 65 license and no prior industry experience. His work history includes roles at Thomas Jefferson University and its Affiliates, Puff Wealth Management LLC, and The Campbell's Company. Haddonfield Financial Planning serves individuals, families, and institutional clients such as high-net-worth clients, trusts, pension plans, and charitable organizations. The firm focuses on strategic asset allocation and diversification through a long-term, buy-and-hold investment approach, offering comprehensive financial planning and asset management alongside consultation options.

Annuities Charitable giving & philanthropy
user avatar

Adam P

Series 63, Series 66

Haddonfield, NJ

Haddonfield Financial Planning LLC

Adam Puff is a financial advisor with Haddonfield Financial Planning LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wealth Management Associates and Securities America, Inc., as well as seven years with LPL Financial. Puff serves as 3rd Vice President of the Haddonfield Lions Club and is a board member and head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning serves individuals, families, and institutional clients, including high-net-worth individuals and charitable organizations. The firm emphasizes strategic asset allocation and diversification with a long-term, buy-and-hold investment approach and integrates insurance and annuity products into its financial planning solutions.

Annuities Charitable giving & philanthropy
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