Donald Webb
Webb Financial Planning · Haddon Heights, New Jersey
Donald Webb is a fee-only financial advisor at Webb Financial Planning in Haddon Heights, New Jersey. Webb Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Webb Financial Planning |
|---|---|
| Based in | Haddon Heights, New Jersey |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in NJ, PA · CRD 1190830 |
| Exams passed | Series 63 (1983) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Donald
Is Donald Webb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Webb Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Webb Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Webb based?
Donald Webb is based in Haddon Heights, New Jersey.
Is Donald Webb registered with the SEC?
Yes. Donald Webb is registered as an investment adviser representative in NJ and PA (CRD 1190830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Donald Webb?
Contact details aren't on file yet. Search for Webb Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Haddon Heights
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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