JHP Planning, LLC

Overview

JHP Planning, LLC is an independent, individually owned advisory firm organized as an LLC that focuses on individuals and families. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with a selection-of-advisers role and insurance brokerage capabilities. Its fee arrangements include a percentage-of-AUM fee plus hourly and fixed-fee options. JHP Planning acts as a capital allocator for clients, sourcing external managers when appropriate. The adviser is state-registered in Nevada and Utah.

Assets & Accounts

Investments & Alternatives

Location & Offices