# Haddonfield Financial Planning 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. - CRD: 298177 - Filed as: HADDONFIELD FINANCIAL PLANNING LLC - Legal name: Puff Wealth Management LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Haddonfield, NJ - Filing period: October 2026 - Form ADV filing dated: February 16, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298177 - AdvisorCensus page: https://advisorcensus.com/firm/haddonfield-financial-planning-llc-haddonfield-nj-298177 ## Quick answers **How 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). **How much does Haddonfield Financial Planning LLC charge?** 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; Hourly rate: $250 an hour (consultation services or a financial plan). 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026) - 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 > 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) > 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. - Hourly rate: $250 an hour (consultation services or a financial plan) > HFP may provide consultation services or a financial plan pursuant to a Financial Planning Service Agreement. The hourly rate for same is $250. Fees for Financial Planning Services will be billed hourly As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - National Financial Services LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $134,826,592 - Discretionary: $124,696,513 - Non-discretionary: $10,130,079 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 135 | $30,022,928 | | High net worth individuals | 68 | $101,762,904 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 9 | $3,040,760 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2025 (1 year) - Employees: 3 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, NH, NJ, PA, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - hfponline.com - Facebook @haddonfieldfinancial - Instagram @haddonfieldfinancial - LinkedIn @haddonfield-financial-planning ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $104,878,699 | 3 | June 30, 2025 | | October 2026 | $134,826,592 | 3 | February 16, 2026 | 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. ## 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haddonfield Financial Planning LLC (CRD 298177): Form ADV filing data as of October 2026.