JHP Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,566,126
Total clients
145
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
145
Average account size
$597,008
About
JHP Planning, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans, managing roughly $86.6 million for about 145 clients. The firm offers ongoing portfolio management, written financial plans, pension consulting for retirement plans, and access to annuity products through an affiliated broker‑dealer.
The firm documents client objectives in an Investment Policy Statement, uses model allocations and the AssetMark platform to implement client portfolios, and conducts regular monitoring and quarterly reporting. Its investment process draws on charting, fundamental and quantitative analysis, modern portfolio theory, and technical analysis, and emphasizes long‑term trading with both discretionary and non‑discretionary management options.
Noteworthy aspects disclosed in the brochure include that the firm’s principal is licensed as an insurance agent and annuity distribution is facilitated through an affiliated broker‑dealer, a relationship the firm identifies as a potential conflict of interest. The firm also uses AssetMark’s wrap/platform services and includes access to alternative investments (hedge funds, private equity) and precious‑metal ETFs in its stated investable universe, which distinguishes it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Life insurance needs analysis
Wealth management
Fee options
Fixed fee for creating financial plans: $700 to $3,500.
$1,000 - $250,000: 1.15% annually $250,001 - $750,000: 1.05% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.65% annually
Up to 1.5% commission for annuity sales through Halo Securities, LLC.
$200 per hour for ad-hoc financial planning or consulting services.
Account minimum: $1,000 Fee-only: Fixed fees between $700 and $3,500 for financial plans; $200 per hour for additional planning services.
Main office location
JHP Planning, LLC
5505 South 900 East, Suite 120
Salt Lake City UT 84117, United States
Number of offices
1
Most active in
JHP Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas · Utah
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:
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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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