H
H&H Investment Planners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
H&H Investment Planners primarily serves as a sub-advisor to another registered adviser, providing non‑discretionary recommendations on asset allocation, model portfolios and security selection, and exercising limited trading discretion only as directed by that adviser. Its sub‑advisory work is directed to the other adviser’s clients, which can include individuals, trusts, charitable organizations and retirement plans.
The firm bases its recommendations on proprietary market, industry and fundamental research and implements strategies in accordance with the lead adviser’s model portfolios and instructions. H&H also provides operational support, research and consulting services to the lead adviser and assists with retirement plan matters such as participant education, investment option selection and implementation.
Distinctive features for a manager of this type include that H&H reported no regulatory assets under management as of December 31, 2025 and does not bill clients directly on a percentage‑of‑AUM basis; instead it receives a portion of the aggregate advisory fees paid to the lead adviser and sub‑advisory clients do not pay H&H directly. The firm also shares office space and certain supervised persons with the lead adviser and does not issue client reports itself, leaving client reporting and custody to the lead adviser and custodians.
Client services
Pension consulting
Sub advisory services
Expertise
Passive / index investing
Fee options
Fee-only: H&H is a fee-only advisory firm but does not charge clients directly for sub-advisory services; fees are paid by Woodard as a percentage of Woodard's aggregate net advisory fees.
Main office location
H&H Investment Planners, Inc.
117 Kinderton Boulevard
Bermuda Run NC 27006, United States
Number of offices
1
Most active in
H&H Investment Planners, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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