Troy Von Haefen
Von Haefen Financial Management · Nashville, Tennessee
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.
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Specialties
Facts
| Firm | Von Haefen Financial Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Assets under management | $127.6M across 327 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, LA, TN · CRD 4762514 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | vhfinancialmanagement.com |
How Troy's firm compares
- Von Haefen Financial Management's average account is about $390,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Troy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Von Haefen Financial Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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