JHP PLANNING, LLC

Overview

JHP Planning, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm acts as a capital allocator, selecting third‑party managers when appropriate and providing fee arrangements that include a percentage of AUM, hourly charges and fixed fees. In addition to advisory work, JHP Planning operates as an insurance broker, which aligns with its documented use of annuities in client solutions. The firm does not position itself as an active ESG investor and is not structured as a multi‑state adviser. JHP Planning’s client base is individual and family households. Its advisory services emphasize comprehensive planning and manager selection rather than in‑house proprietary product manufacture. Given the firm’s explicit role in selecting other advisers and allocating to external alternative managers, its model aligns with boutique wealth practices that combine direct portfolios of public funds with access to third‑party alternative funds when client objectives warrant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices