George Poole
HFH Planning · New York, New York
George Poole is a fee-only financial advisor at HFH Planning in New York, New York, who holds the CFP credential. HFH Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | HFH Planning |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $206.1M across 454 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5339881 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | finsecurity.com/finsecurity/index.html?gmpnyny |
How George's firm compares
- HFH Planning's average account is about $454,000, from its Form ADV (assets managed divided by 454 accounts).
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Questions about George
Is George Poole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and HFH Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, HFH Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Poole based?
George Poole is based in New York, New York.
What credentials does George Poole hold?
George Poole holds the CFP credential.
Is George Poole registered with the SEC?
Yes. George Poole is registered as an investment adviser representative in NY (CRD 5339881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFH Planning manage?
HFH Planning reports $206.1M across 454 accounts in assets under management.
How do I contact George Poole?
Through George's website, finsecurity.com/finsecurity/index.html?gmpnyny.
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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