H
HFP Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,560,000
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$237,333
About
HFP Investments serves individual investors, high-net-worth individuals, trusts and estates and manages a small number of client relationships with roughly $3.56 million in assets under management. The firm provides discretionary asset management along with portfolio review services for accounts held away, retirement income planning, and financial consulting.
The firm typically accepts discretionary authority to implement portfolios tailored to each client’s goals, time horizon and risk tolerance, employing fundamental, technical and cyclical analysis as part of its security selection process. Client accounts are reviewed at least quarterly and custody and trade execution are handled through a designated institutional custodian, with regular reporting provided to clients.
The firm’s principal is also a licensed insurance agent who sells life, accident and other insurance products and receives separate commission compensation for those sales; being an insurance agent is relatively uncommon among independent advisers (about 12% do so). The brochure discloses this dual role and describes procedures to mitigate conflicts of interest, and clients are not required to purchase insurance products from the adviser.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Medicare planning
General tax planning
Fee options
$499 flat fee for Accounts Held Away services
up to 0.95% annually
Commissions received from insurance products sold by licensed insurance agent
$250 per hour for financial consulting (negotiable)
Minimum fee: Minimum annual fee of $1,200 for Perpetual Retirement Income Planning services (non-negotiable)
Main office location
HFP Investments
601 Business Loop 70 West, Suite 221
Columbia MO 65203, United States
Number of offices
1
Most active in
HFP Investments has reported serving >5 clients in these states in the last 12 months.
Missouri
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")