HCP Wealth Planning, LLC

Updated today

Total assets under management

Total clients

0% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

Average account size

Client services

Financial planning Newsletters or periodicals

Fee options

Fixed

Financial planning fees are charged as fixed fees: initial projects are $2100 to $3000 based on complexity; follow-up plans are $500 to $1200 based on scope.

Project-based

Other

Fee-only: Initial comprehensive financial planning projects begin at $2100 and generally do not exceed $3000. Follow-up plans begin at $500 and generally do not exceed $1200.

Disclosures

Main office location

HCP Wealth Planning, LLC

Jacksonville FL, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 904-419-3784

Advisors at this firm

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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