AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Haddonfield Financial Planning LLC
Haddonfield Financial Planning LLC
Filed as HADDONFIELD FINANCIAL PLANNING LLC · Legal name Puff Wealth Management LLC
Haddonfield Financial Planning LLC is an SEC-registered investment advisory firm in Haddonfield, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.
Quick answers
From the filingHow is Haddonfield Financial Planning LLC compensated?
On its Form ADV (Item 5.E, October 2026), Haddonfield Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Haddonfield Financial Planning LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 16, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $5,000,000: 0.9% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Haddonfield Financial Planning LLC located?
Haddonfield Financial Planning LLC's principal office is in Haddonfield, NJ, according to its Form ADV.
Is Haddonfield Financial Planning LLC registered with the SEC or a state?
Haddonfield Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 298177.
How much does Haddonfield Financial Planning LLC manage?
Haddonfield Financial Planning LLC reports $134,826,592 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (92% discretionary).
How have Haddonfield Financial Planning LLC's assets and staff changed since 2025?
In the Form ADV data for Haddonfield Financial Planning LLC: Regulatory assets under management: $104,878,699 in the October 2025 data and $134,826,592 in the October 2026 data, up 29%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Haddonfield Financial Planning LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (68); corporations or other businesses not listed above (9).
Which custodians does Haddonfield Financial Planning LLC use?
Haddonfield Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Haddonfield Financial Planning LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298177
Does Haddonfield Financial Planning LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 16, 2026 says: "HFP recommends a minimum account size of $250,000, however, we reserve the right to implement higher account minimum and/or waive any such account minimums at the discretion of the Firm."
What changed in Haddonfield Financial Planning LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $104,878,699 to $134,826,592 (+29%). Registered or notice-filed in CA, NH, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $5,000,000 | 0.9% |
| Above $5,000,000 | See the brochure |
The brochure's wording
HFP’s current fee schedule is as follows: For the first $1,000,000 1% For $1,000,000 to $5,000,000 .9% Accounts over $5,000,000 Negotiable
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
HFP recommends a minimum account size of $250,000, however, we reserve the right to implement higher account minimum and/or waive any such account minimums at the discretion of the Firm.
As stated in the firm's Form ADV Part 2A brochure dated February 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$134,826,592 as of October 2026, filing dated February 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Puff Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $134,826,592 | 3 | February 16, 2026 |
| October 2025 | $104,878,699 | 3 | June 30, 2025 |
Regulatory assets under management: $104,878,699 in the October 2025 data and $134,826,592 in the October 2026 data, up 29%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $104,878,699 to $134,826,592 (+29%).
- Registered or notice-filed in CA, NH, TX.
- January 2026
- Employees performing advisory functions went from 4 to 3.
- December 2025
- Employees performing advisory functions went from 3 to 4.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Haddonfield Financial Planning LLC (CRD 298177): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/haddonfield-financial-planning-llc-haddonfield-nj-298177