# Gregory Hart

> Gregory Hart is a fee-only financial advisor at Haddon Wealth Management in Haddonfield, New Jersey, who holds the CFP credential. Gregory charges a percentage of assets and a flat fee or retainer and focuses on estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/gregory-hart/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Haddon Wealth Management
- **Based in:** Haddonfield, New Jersey
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $90.4M across 187 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** Founders, Early-career professionals
- **CRD:** 2178458 (https://adviserinfo.sec.gov/individual/summary/2178458)
- **SEC registration:** Investment adviser representative in FL, NJ, PA
- **Exams passed:** Series 63 (1991)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.haddonwealthmgt.com

## Frequently asked questions

### Is Gregory Hart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Haddon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory charges a percentage of assets and a flat fee or retainer.

### Where is Gregory Hart based?

Gregory Hart is based in Haddonfield, New Jersey.

### What does Gregory specialize in?

Gregory's specialties include estate & legacy planning and retirement planning. Gregory works with founders and early-career professionals.

### What credentials does Gregory Hart hold?

Gregory Hart holds the CFP credential.

### Is Gregory Hart registered with the SEC?

Yes. Gregory Hart is registered as an investment adviser representative in FL, NJ and PA (CRD 2178458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Haddon Wealth Management manage?

Haddon Wealth Management reports $90.4M across 187 accounts in assets under management.

### How do I contact Gregory Hart?

Through Gregory's website, www.haddonwealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2178458): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.haddonwealthmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.