Firm
Haverdink Financial Management
Portage, Michigan
Fee-only
Haverdink Financial Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 179 individual clients, 62 of them high net worth.
- Its average account is about $459,000 (assets it manages divided by its 480 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Portage, Michigan |
|---|---|
| Phone | (269) 321-5070 |
Haverdink Financial Management fees
Haverdink Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $220 million |
| Individual clients | 117 |
| High-net-worth clients | 62 |
| Accounts managed | 480 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-112557) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 131236 |