Firm
HFH Planning Inc
283 Nautical Way, Illinois
Fee-only
HFH Planning Inc at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 122 individual clients, 56 of them high net worth.
- Its average account is about $454,000 (assets it manages divided by its 454 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | 283 Nautical Way, Illinois |
|---|---|
| Website | hfhplanning.com |
| [email protected] | |
| Phone | (212) 402-5444 |
HFH Planning Inc fees
HFH Planning Inc doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $206 million |
| Individual clients | 66 |
| High-net-worth clients | 56 |
| Accounts managed | 454 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-62326) |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 114046 |