Hfh Planning Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 9, 2026, reports $206M in regulatory assets under management, 2 employees, and 454 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
66
2
HNWI
45.9%
56
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of April 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$206M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$206M
Total Accounts454
10Y AUM Change+$106M (+105.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee61:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.