HFP Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
601 Business Loop 70 West, Suite 221
Columbia MO 65203
Advisors at this office
1
Most active in
Missouri
Also doing business as
Hfp Investments · Hfp Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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