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HFH PLANNING INC.

· CRD 114046 · IAPD ↗ · finsecurity.com · 212-402-5444

$206.1MRegulatory AUM
2Advisory reps
2Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — HFH PLANNING INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2025 — HFH PLANNING INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.