HFH Planning Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HFH Planning provides fee-only financial planning and investment supervisory services primarily to individual clients, including high-net-worth households. Services described in the brochure include comprehensive financial plans, ongoing investment management, tax-preparation (billed separately), and limited-scope hourly engagements.
The firm emphasizes strategic asset allocation across thirteen asset classes, using a mix of value-oriented active funds and passive ETFs, global diversification, periodic rebalancing, and occasional model portfolios; it may also engage an unaffiliated sub-advisor (disclosed in the brochure) to implement trades. HFH generally operates on a non-discretionary basis—clients retain final decision authority while the firm places trades under a limited power of attorney, provides proposed trades with advance notice, and executes if clients do not respond.
Noteworthy features compared with peers include that the firm reports managing the bulk of its reported assets on a non-discretionary basis (the brochure cites approximately $214 million in non-discretionary assets), a fee approach for ongoing services tied to combined net worth and gross income rather than solely AUM, and no account minimum for asset management. The brochure also discloses that the firm does not vote client proxies and recently recorded a change in ownership to a revocable trust as majority owner.
Client services
Expertise
Fee options
Initial financial plan fee of $1,080 (covers first 3 hours); fees negotiable and billed monthly for additional hours
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.65%
$360 per hour for financial plan development and hourly planning engagements
Minimum fee: Minimum annual fee of $4,800 for Ongoing Planning and Advisory Services; minimum fee of $400 for tax preparation Fee-only: Financial planning and investment management on a fee-only basis; no commissions or other compensation received
Main office
New York NY
Advisors at this office
2
Most active in
California · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Martin P
CFP®
New York, NY
HFH Planning Inc.
A fee only and hourly NAPFA - Registered Financial Advisor and Certified Financial Planner ™ professional who enjoys helping clients take the many puzzle pieces in their financial lives and connect them so that they have the financial lives they want to have now or in the future. Specialties: fee only financial planning, wealth management, client management, retirement planning, education planning, financial literacy As an hourly only financial strategist, I leverage my knowledge and experience working with individuals and families at all levels of wealth and at multiple institutions to benefit my clients.
Peter M
CFP®, Series 63
New York, NY
HFH Planning Inc.
Peter May is a CFP® and Series 63-registered financial advisor with HFH Planning Inc. in New York, NY, where he has worked since 2015. He has four years of industry experience. Outside of his advisory role, he is a member of Calliope 2022, LLC, an art gallery in Brooklyn, where he handles accounting and administrative duties. HFH Planning provides fee-only financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a mix of active funds and passive ETFs, global diversification, and mostly non-discretionary management.
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