G. Martin Poole
HFH Planning Inc · 283 Nautical Way, Illinois
G. Martin Poole is a fee-only financial advisor at HFH Planning Inc in 283 Nautical Way, Illinois, who holds the ADPA, CFP and RFC credentials. G. Martin focuses on retirement planning, estate & legacy planning and tax planning. HFH Planning Inc reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | HFH Planning Inc |
|---|---|
| Based in | 283 Nautical Way, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $206.1M across 454 accounts |
| Credentials | ADPA · CFP · RFC · MBA |
| Firm size | 2 employees |
| Website | hfhplanning.com |
| Profile |
How G. Martin's firm compares
- HFH Planning Inc's average account is about $454,000, from its Form ADV (assets managed divided by 454 accounts).
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Questions about G. Martin
Is G. Martin Poole a fee-only financial advisor?
Yes. G. Martin Poole is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
How does G. Martin charge for financial advice?
G. Martin's firm, HFH Planning Inc, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is G. Martin Poole based?
G. Martin Poole is based in 283 Nautical Way, Illinois.
What does G. Martin specialize in?
G. Martin's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does G. Martin Poole hold?
G. Martin Poole holds the ADPA, CFP, RFC and MBA credentials.
How much does HFH Planning Inc manage?
HFH Planning Inc reports $206.1M across 454 accounts in assets under management.
How do I contact G. Martin Poole?
Through G. Martin's website, hfhplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- HFH Planning Inc website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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