Webb Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Webb Financial Planning LLC serves individual clients, including some high‑net‑worth households, and provides fee-only financial planning and portfolio management for individuals. The firm does not accept commissions or sell financial products and delivers advisory services through fixed-fee and hourly engagements rather than commission-based arrangements.
The adviser tailors recommendations to each client’s financial profile and typically employs fundamental analysis to develop longer‑term asset allocation and investment strategies. Investment management is provided on a periodic and as‑requested basis rather than continuous monitoring, and the firm acts on a non‑discretionary basis so clients approve transactions and implementations.
A distinctive feature is that the firm does not charge percentage‑of‑assets‑under‑management (AUM) fees and instead reports assets under advisement consistent with its intermittent service model. The firm also operates as a solo, independent, fee‑only adviser that does not aggregate or block trades and does not vote client proxies, practices that set its operational model apart from many AUM‑focused peers.
Client services
Expertise
Fee options
Hourly rate of $250 per hour with an initial deposit of $750
Minimum fee: Annual fixed fees ranging from $2,500 to $10,000 per year ($625 to $2,500 per quarter) Fee-only: Fixed fees and hourly fees; no commissions accepted
Main office
400 White Horse Pike, Suite 200
Haddon Heights NJ 08035
Advisors at this office
1
Most active in
New Jersey · 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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