JHP Planning, LLC

Overview

JHP Planning, LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services, and it also operates as an insurance broker. JHP uses a mix of billing methods — percentage-of-assets, hourly, and fixed fees — and functions as a capital allocator, directing client capital to outside managers when appropriate. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory network.

Assets & Accounts

Investments & Alternatives

Location & Offices