DH

Deirdre Hafen

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$50 - $400/hr

Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

201 North Edison, Suite 227, Kennewick, WA, 99336

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Regulatory History (1)
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Regulatory
December 2010
Final
Other Business ActivitiesSells Insurance

Deirdre owns Hafen Financial, providing financial services and consulting. She also sells fixed insurance products through Hafen Financial, dedicating full-time hours to both activities.

Employment History
Current Registrations
Advisory Alpha, LLC
February 2025 - Present · 11 mos
Previous Registrations
Tucker Asset Management LLC
January 2016 - May 2025 · 9 yrs 4 mos
Brookstone Capital Management LLC
April 2011 - January 2016 · 4 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.