Craig Poeppelman
HP & Associates · Bellefontaine, Ohio
Craig Poeppelman is a fee-only financial advisor at HP & Associates in Bellefontaine, Ohio. HP & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | HP & Associates |
|---|---|
| Based in | Bellefontaine, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.4M across 363 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4730522 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Craig's firm compares
- HP & Associates's average account is about $150,000, from its Form ADV (assets managed divided by 363 accounts).
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Questions about Craig
Is Craig Poeppelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and HP & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, HP & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Craig Poeppelman based?
Craig Poeppelman is based in Bellefontaine, Ohio.
Is Craig Poeppelman registered with the SEC?
Yes. Craig Poeppelman is registered as an investment adviser representative in OH (CRD 4730522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does HP & Associates manage?
HP & Associates reports $54.4M across 363 accounts in assets under management.
How do I contact Craig Poeppelman?
Contact details aren't on file yet. Search for HP & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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