Haverford Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm is applying for registration and, as disclosed in its brochure, does not yet have assets under management.
HWM generally provides discretionary portfolio management guided by a tailored financial plan and uses fundamental analysis to construct portfolios from mutual funds, ETFs, individual stocks, and bonds. Clients’ risk tolerance, time horizon, and goals are assessed through interviews and written documentation, and the firm can accept reasonable client-imposed restrictions or manage accounts on a non‑discretionary basis when requested.
Distinctive features in the brochure include the availability of standalone financial planning on both an hourly ($250/hour) and fixed‑fee ($2,500–$7,500) basis while also including planning services within its advisory relationship—arrangements that are relatively uncommon among similar firms. The firm does not act as a private fund adviser, does not recommend or select other investment advisers or money managers, discloses conflicts such as IRA rollover incentives, and will not accept authority to vote client proxies.
Client services
Expertise
Fee options
$2,500 to $7,500 for standalone financial planning
$250 per hour for standalone financial planning
Fee-only: Standalone financial planning fees: $250 per hour (hourly), $2,500 to $7,500 (fixed fee)
Main office
502 W. 7th Street, Suite 100
Erie PA 16502
Advisors at this office
1
Most active in
Pennsylvania
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.
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