Overview
Assets Under Management: $315 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
HFP WEALTH MANAGEMENT, LLC 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 #131525), HFP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HFP WEALTH MANAGEMENT, LLC is headquartered in DALLAS, TX.
HFP WEALTH MANAGEMENT, LLC serves 83 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, HFP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
HFP WEALTH MANAGEMENT, LLC manages $315 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, HFP WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 592
Discretionary Accounts: 592
Regulatory Filings
CRD Number: 131525
Last Filing Date: 2025-02-11 00:00:00
Website: https://heritagefinancialplanning.com