Gregory Hart
Haddon Wealth Management · Haddonfield, New Jersey
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.
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Specialties
Who they serve
- Founders
- Early-career professionals
Facts
| Firm | Haddon Wealth Management |
|---|---|
| Based in | Haddonfield, New Jersey |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $90.4M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, PA · CRD 2178458 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.haddonwealthmgt.com |
| Profile |
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Questions about Gregory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Haddon Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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