H&H INVESTMENT PLANNERS, INC.
Firm details
- Headquarters
- BERMUDA RUN, North Carolina
- CRD number
- 117656
- Fee structure
- Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
H&H Investment Planners, Inc. presents as a small, owner-operated advisory firm with a narrow regulatory footprint. The firm lists pension consulting services among its advisory activities, suggesting a focus on retirement-plan related work rather than broad retail wealth management. Its profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor, which points to a traditional, non-ESG orientation in manager and product selection. Regulatory and organizational data classify the business as a corporation owned by an individual and use a non-standard fee designation ("Other"), implying fee arrangements that may differ from simple asset-based or hourly models. Given the limited activity reported, the firm appears to favor established pooled vehicles rather than direct alternative strategies or bespoke private placements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2STANLEY HUNGERFORD
Vice PresidentCRD 4488220
STEVEN HUNGERFORD
Vice PresidentCRD 2929376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERMUDA RUN, NC
DAVIE
Location
BERMUDA RUN, NC
Headquartered in BERMUDA RUN, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- DAVIE
- Address
- 117 Kinderton Blvd
- Time zone
- ET (UTC-5)
- Office locations
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