HADDONFIELD FINANCIAL PLANNING LLC

Overview

Haddonfield Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm combines fee-based planning (percentage of AUM, hourly and fixed-fee engagements) with an insurance brokerage capability, which shapes how it integrates guaranteed products such as annuities into client plans. Investment direction is weighted toward pooled public vehicles rather than concentrated single-stock positions. The firm does not position itself as an ESG-focused manager. It operates as a non-multi-state, non-pension consultant RIA and registered with the SEC in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices