A complete list of active advisors currently associated with JHP Planning, LLC
Warmer can help you find a great advisor at JHP Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JHP Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Salt Lake City, UT
| 25
|
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