Von Haefen Financial Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 88 individual clients, 46 of them high net worth.
- Its average account is about $390,000 (assets it manages divided by its 327 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | vhfinancialmanagement.com |
| [email protected] | |
| Phone | (615) 353-9646 |
Questions about Von Haefen Financial Management
How is Von Haefen Financial Management paid?
Von Haefen Financial Management's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Von Haefen Financial Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Von Haefen Financial Management, and 2 hold the CFP.
What is the average account at Von Haefen Financial Management?
Von Haefen Financial Management's average account is about $390,000. That's the assets on its Form ADV divided by its 327 accounts.
What does Von Haefen Financial Management specialize in?
Von Haefen Financial Management's advisors and website list tax planning, retirement planning and small business owners.
Von Haefen Financial Management fees
Von Haefen Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $128 million |
| Individual clients | 42 |
| High-net-worth clients | 46 |
| Accounts managed | 327 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-137609) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 130564 |