HCP Wealth Planning, LLC

HCP Wealth Planning, LLC at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee.

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

HCP Wealth Planning, LLC fees

HCP Wealth Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, one-time plans or projects, hourly. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Kevin Burkle

  CFP