H&H INVESTMENT PLANNERS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
BERMUDA RUN, North Carolina
CRD number
117656
Fee structure
Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

H&H Investment Planners, Inc. presents as a small, owner-operated advisory firm with a narrow regulatory footprint. The firm lists pension consulting services among its advisory activities, suggesting a focus on retirement-plan related work rather than broad retail wealth management. Its profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor, which points to a traditional, non-ESG orientation in manager and product selection. Regulatory and organizational data classify the business as a corporation owned by an individual and use a non-standard fee designation ("Other"), implying fee arrangements that may differ from simple asset-based or hourly models. Given the limited activity reported, the firm appears to favor established pooled vehicles rather than direct alternative strategies or bespoke private placements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • STANLEY HUNGERFORD

    Vice PresidentCRD 4488220

  • STEVEN HUNGERFORD

    Vice PresidentCRD 2929376

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BERMUDA RUN, NC

DAVIE

Location

BERMUDA RUN, NC

Headquartered in BERMUDA RUN, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
DAVIE
Address
117 Kinderton Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth