HFH Planning Inc.

Overview

HFH Planning Inc. is an independent registered investment adviser that provides fee-based planning and portfolio advice primarily to individual and family clients. The firm has been SEC registered since 2003 and operates as a domestically owned corporation with an individual owner. HFH Planning positions itself more as a capital allocator and advisor than as a discretionary manager: its business centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party managers when appropriate. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee engagements. The firm does not market itself as an ESG investor and is not structured as a multi-state advisory network or pension consultant. Its investment approach emphasizes publicly available pooled funds alongside selective allocations to third‑party alternative managers when those strategies fit a client’s plan.

Assets & Accounts

Investments & Alternatives

Location & Offices