HFH Planning Inc.

RIASEC RegisteredEst. 2003

Total AUM

$206M

Discretionary

0% of AUM

Avg account

$454K

Accounts

454

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 114046
Registered since: September 16, 2003
Website: hfhplanning.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.22%
Individuals18.76%
Charitable Organizations1.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

HFH Planning Inc. is an independent registered investment adviser that has been SEC-registered since 2003 and describes itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes percentage-of-AUM charges as well as hourly and fixed fees. The filing indicates HFH is not an active ESG investor, is not organized as a multistate adviser, and it is not positioned as a pension consultant or related-adviser network.