Michael
Saler

Haddonfield Financial Planning LLC

CRD#7579060
Investment Advisor
in Haddonfield, NJ

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About this Advisor

Michael Saler is a financial advisor based in Haddonfield, New Jersey, working with Haddonfield Financial Planning LLC. Michael has previously held positions at Skeeters Pub, Bertucci'S, Recovery Sports Grill, Chestnut Hill College, Lindenwold High School, Trinity Wealth Securities, LLC, Student, Trinity Wealth Securities LLC, Tristate Financial Advisors, and Puff Wealth Management LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Michael is part of Haddonfield Financial Planning LLC, which operates out of Haddonfield, New Jersey. The firm has 3 employees and manages assets totaling $104.9 million. The firm serves charitable organizations and high-net-worth individuals, offering financial planning services and portfolio management for individuals and small businesses. The fee structure at Haddonfield Financial Planning LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

205 N Haddon Ave
Haddonfield, NJ 08033-2322

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Haddonfield Financial Planning LLC Brokerage Details

Total Assets Under Management

$104,878,699

NJ Average: $10,121,009,343
Total Number of Employees

3

NJ Average: 92
Total Number of Accounts

498

NJ Average: 6,978
Average Account Size

$210,600

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Saler Work History

2024 - Present (1 year)

Puff Wealth Management LLC

2023 - 2024 (1 year)

Trinity Wealth Securities, LLC

2023 - 2024 (1 year)

Trinity Wealth Securities LLC

2022 - 2023 (1 year)

Skeeters Pub

2022 - 2023 (1 year)

Skeeters Pub

2022 - 2024 (2 years)

Tristate Financial Advisors

2020 - 2022 (2 years)

Bertucci'S

2020 - 2022 (2 years)

Bertucci'S

2017 - 2021 (4 years)

Chestnut Hill College

2017 - 2021 (4 years)

Student

2016 - 2020 (4 years)

Recovery Sports Grill

2016 - 2020 (4 years)

Recovery Sports Grill

2013 - 2017 (4 years)

Lindenwold High School

2013 - 2017 (4 years)

Student

Disclosures

Please visit the SEC profile of Michael Saler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Haddonfield Financial Planning LLC

Michael Saler
Haddonfield, NJ
Rachel Allison
Haddonfield, NJ
Adam Puff
Haddonfield, NJ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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