Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
HFH PLANNING INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114046), HFH PLANNING INC. is subject to fiduciary duty under federal law.
HFH PLANNING INC. serves 54 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, HFH PLANNING INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HFH PLANNING INC. manages $169 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, HFH PLANNING INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 434
Non-Discretionary Accounts: 434
Regulatory Filings
CRD Number: 114046
Last Filing Date: 2025-02-04 00:00:00
Website: https://hfhplanning.com