HP & Associates

Overview

HP & Associates is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that combines a percentage-of-AUM component with fixed fees, and it operates primarily as a non-discretionary advisor—meaning clients retain trading authority and the firm makes recommendations rather than executing on full discretionary mandates. Filings show a clear preference for equity-oriented allocations, with exchange-traded equities forming the single largest asset class in client portfolios. Client coverage appears concentrated: the adviser manages a relatively small roster of relationships but with meaningful balances per household, signaling a focus on higher-net-worth individuals and family clients rather than mass-market retail. The firm is not positioned as an active ESG investor, pension consultant, or multi-state adviser according to the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices