Hfh Planning Inc. is a large advisory firm based in New York. It manages $109.42 million of regulatory assets for 427 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, New Jersey, and New York.
Hfh Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as financial advisor.
The assets under management (AUM) of Hfh Planning Inc. is $109.42 million. $1.37 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hfh Planning Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Henry Fred Hanau is individuals with 119 clients and $84.14 million of assets under management. Among the 9 most similar advisory firms, Hfh Planning has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $109.42 million for 126 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Hfh Planning doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Henry Fred Hanau has been acting as President since 1 Jan 1993. George Martin Poole joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hfh Planning Inc. performs its advisory services is located at 75 Maiden Lane, Suite 605, New York, NY 10038, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-402-5444 or by fax 212-402-5445. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at hfhplanning.com and its LinkedIn profile.