Haverdink Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,885,000
Clients
179
Advisors
2
of 3 employees
About
Haverdink Financial Management is a fee‑only, SEC‑registered investment adviser that manages approximately $220.4 million across 480 limited‑discretionary accounts for individuals and high‑net‑worth clients. The firm provides ongoing portfolio management as well as hourly or project‑based financial planning, consultation services, and occasional educational workshops.
Portfolios are constructed using Modern Portfolio Theory and strategic, diversified asset allocation with a long‑term, low‑turnover emphasis; the firm conducts at least quarterly internal reviews and recommends periodic rebalancing. Clients are expected to participate actively in developing an investment policy and implementation is executed through independent custodians; the firm does not use AI tools for analysis or client communication.
Distinctive features include in‑house management of all client assets rather than selection of third‑party managers and a relatively large asset base for a two‑adviser practice. The firm also discloses standing letters of authorization on a subset of client accounts (93 clients totaling about $76 million), participates in an institutional custody program that provides operational and technology support, and is privately held by its principals via a revocable trust.
Client services
Expertise
Occupation focus
Fee options
Project-based fees for financial planning and consultation, based on scope and complexity; may require retainer equal to half of project fee.
0.5% - 1.2% annually (fee determined at engagement, varies by client and portfolio complexity)
$150 hourly for consultation and financial planning; $75 hourly for administrative services.
Account minimum: $100,000 (generally required minimum relationship size, negotiable) Fee-only: Advisory services compensated via percentage of assets under management, hourly fees, and project-based fees; no commissions accepted.
Main office
440 W. Centre Avenue, Suite 5
Portage MI 49024-5373
Advisors at this office
2
Most active in
Michigan
Also doing business as
Haverdink Financial Management, L.L.C. · Haverdink Financial Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin H
Series 65
Portage, MI
Haverdink Financial Management, LLC
Kevin Haverdink is a financial advisor at Haverdink Financial Management, LLC in Portage, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Haverdink Financial Management since 2004. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220.4 million across 480 limited-discretionary accounts for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and strategic, diversified asset allocation with a long-term, low-turnover approach, providing portfolio management, financial planning, consultation services, and educational workshops.
Jonathan H
CFP®, Series 65
Portage, MI
Haverdink Financial Management, LLC
Jonathan Haverdink is a CFP® and Series 65-registered financial advisor with two years of industry experience. He is a principal at Haverdink Financial Management, LLC, where he has worked since 2019, including roles at Northwestern Mutual Life Insurance Company and John A. Wolfe & Associates. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220 million across 480 limited-discretionary accounts for individuals and high-net-worth clients. The firm uses Modern Portfolio Theory and strategic, diversified asset allocation with a long-term, low-turnover approach, providing portfolio management, financial planning, and educational workshops.
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