← Tributary

HADDONFIELD FINANCIAL PLANNING LLC

HADDONFIELD, NJ · CRD 298177 · IAPD ↗ · 856-795-0471

$134.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
March 2026 — HADDONFIELD FINANCIAL PLANNING LLC notice-filed in CA, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — HADDONFIELD FINANCIAL PLANNING LLC reported RAUM up 29% ($104.9M -> $134.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2025 — HADDONFIELD FINANCIAL PLANNING LLC (HADDONFIELD, NJ) is newly SEC-registered with $104.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.