HFH Planning provides financial planning and investment management services to individuals. This includes helping clients with financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. HFH Planning is a fee-only firm, meaning it doesn't sell financial products or receive commissions. Clients make the final investment decisions, and HFH Planning places trades for them with a limited power of attorney.
Assets Under Management$210M
Clients122
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.65% |
Fees are negotiable. HFH Planning may engage SyntheticFi LLC as a sub-advisor; the sub-advisor's fees are in addition to HFH Planning's fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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