# Troy Von Haefen

> Troy Von Haefen is a fee-only financial advisor at Von Haefen Financial Management in Nashville, Tennessee, who holds the CFP credential. Troy charges a flat fee or retainer and an ongoing planning fee and focuses on tax planning, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/troy-von-haefen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Von Haefen Financial Management
- **Based in:** Nashville, Tennessee
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Assets under management (firm):** $127.6M across 327 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **CRD:** 4762514 (https://adviserinfo.sec.gov/individual/summary/4762514)
- **SEC registration:** Investment adviser representative in IL, LA, TN
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://vhfinancialmanagement.com

## Frequently asked questions

### Is Troy Von Haefen a fee-only financial advisor?

Yes. Troy Von Haefen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Troy's firm.

### How does Troy charge for financial advice?

Troy charges a flat fee or retainer and an ongoing planning fee.

### Where is Troy Von Haefen based?

Troy Von Haefen is based in Nashville, Tennessee.

### What does Troy specialize in?

Troy's specialties include tax planning, retirement planning and small business owners.

### What credentials does Troy Von Haefen hold?

Troy Von Haefen holds the CFP credential.

### Is Troy Von Haefen registered with the SEC?

Yes. Troy Von Haefen is registered as an investment adviser representative in IL, LA and TN (CRD 4762514), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Von Haefen Financial Management manage?

Von Haefen Financial Management reports $127.6M across 327 accounts in assets under management.

### How do I contact Troy Von Haefen?

Through Troy's website, vhfinancialmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5261): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://vhfinancialmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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