Haddonfield Financial Planning LLC
Firm details
- Headquarters
- Haddonfield, New Jersey
- CRD number
- 298177
- Registered since
- January 6, 2025
- Website
- www.hfponline.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.48%
- Individuals22.27%
- Corporations / Businesses2.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Haddonfield Financial Planning LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2025) and is owned by an individual. Its client mix includes individuals and families as well as some institutional relationships. Primary advisory services are financial planning and portfolio management for individuals and small businesses; the firm also operates as an insurance broker and uses a mix of billing approaches — percentage of AUM, hourly fees, and fixed fees. Haddonfield is not identified as an active ESG investor and reports no multi-state advisory designation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities29%
- Private Funds7%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Adam Puff
President and FounderCRD 4844984
Rachel Allison
Financial AdvisorCRD 7920297
Darin Brockman
Vice PresidentCRD 8150927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$98.3M in ETFs
36%
$34.9M
39%
$63.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ) | $7.9M | 218,101 | 8.00% |
Location
Haddonfield, NJ
Camden
Location
Haddonfield, NJ
Headquartered in Haddonfield, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Camden
- Address
- 205 N Haddon Ave
- Time zone
- ET (UTC-5)
- Office locations
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