Deirdre Hafen
Deirdre Hafen is a registered investment advisor at Advisory Alpha, LLC, based in Walla Walla, WA, with 15 years of industry experience. Deirdre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
1626 A Plaza Way, Walla Walla, WA, 99362
Get directionsHistory
Regulatory History (1)
Regulatory
December 2010Other Business ActivitiesSells Insurance
Deirdre owns Hafen Financial, providing financial services and consulting. She also sells fixed insurance products through Hafen Financial, dedicating full-time hours to both activities.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Tucker Asset Management LLC
Brookstone Capital Management LLC
State Registrations1 state
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.
Exams
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