HCP Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
71
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$0
About
HCP Wealth Planning is a solo registered investment adviser that provides one-on-one, project-based comprehensive financial planning to individuals and high-net-worth clients. Services focus on developing written financial plans addressing cash flow, retirement, tax and estate planning, college and student loan planning, insurance review, and investment analysis rather than ongoing portfolio management.
The firm generally recommends passive investment strategies and modern portfolio theory using mutual funds and exchange-traded funds when advising on investments, but does not accept discretionary authority or maintain client assets under management. HCP coordinates with other professionals as needed and offers follow-up plan reviews and written updates to clients rather than continuous account oversight.
Compared with many independent advisers, HCP emphasizes fixed-price, project engagements instead of percentage-of-AUM billing and does not provide portfolio management or custody of client assets. The firm also maintains a separate website for its flat-fee planning service and highlights coordination with attorneys and tax professionals and specific offerings such as student loan planning, which distinguishes its planning-focused model from peers that combine planning with AUM-based investment management.
Client services
Financial planning
Newsletters or periodicals
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Student loan debt
Fee options
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.
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.
Main office location
HCP Wealth Planning, LLC
Jacksonville FL, United States
Number of offices
1
Most active in
HCP Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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
Quick links
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