JHP Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JHP Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers ongoing portfolio management on the AssetMark platform, pension consulting, comprehensive financial planning, optional estate-planning services delivered through Encore Estate Plans, and facilitates annuity sales in coordination with Halo Securities, LLC.
The firm implements model allocations and third‑party strategist portfolios using modern portfolio theory, quantitative analysis, and a long‑term trading orientation; trade execution and rebalancing are performed by AssetMark and its strategists. Client programs are tailored at the household level, documented for risk tolerance and objectives, reviewed at least annually, and reported to clients on a quarterly custodial basis.
Notable distinctions include the firm’s advisor being a licensed insurance agent who offers insurance and annuity products alongside advisory services — a relationship the brochure discloses creates potential conflicts of interest that are disclosed and managed. The firm also makes use of an external wrap platform rather than executing trades in‑house and supplements planning engagements with optional estate-plan packages (will- or trust-based plans, visual summaries, and deed preparation) through a third‑party provider.
Client services
Expertise
Fee options
Financial planning fixed fees range from $700 to $3,500; Estate planning fees: Will-Based Plan $995, Trust-Based Plan $1,995, Visual Estate Plan Summary $350, Property Deed Prep & Filing $400 per property.
$0 - $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 $5,000,001+: 0.55% annually
Up to 1.5% commission on annuities sales through Halo Securities, LLC; commissions vary by product and carrier.
$200 per hour for financial planning consulting services outside the original plan.
Account minimum: $300,000
Main office
5505 South 900 East, Suite 120
Salt Lake City UT 84117
Advisors at this office
1
Most active in
Nevada · Texas · Utah
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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