HCP Wealth Planning provides financial planning services to individuals and high net worth individuals. They work with clients one-on-one to gather information about their financial situation, objectives, and goals. After reviewing the information, HCP Wealth Planning delivers a written or electronic plan designed to help clients achieve their financial goals. They do not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Initial financial plan — $2,400 to $3,500, depending on complexity and scope. You can pay in a lump sum or spread the payments over six months.
- Follow-up financial plan — $500 to $1,200, depending on the scope and complexity of the follow-up request.
One-Time Plan:$2,400 - $3,500
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