Adam Puff
Adam Puff is a registered investment advisor at Haddonfield Financial Planning LLC, based in Haddonfield, NJ, with 21 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 212 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
205 N Haddon Ave, Haddonfield, NJ, 08033-2322
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is involved with the Haddonfield Lions Club and the Haddonfield Educational Trust, dedicating minimal time to each. He also engages in insurance sales through Highland Capital and Strategic Life Solutions, spending a few hours per week on these activities.
Employment History
Current Registrations
Haddonfield Financial Planning LLC
Previous Registrations
Wealth Management Associates, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.