HCP Wealth Planning, LLC fees
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, HCP Wealth Planning, LLC (Jacksonville, FL) charges a flat or project fee of $2,400-$3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change.
- Flat or project fee
- $2,400-
$3,500 Below the Jacksonville median of $4,725; 2 of the 7 other planners in Jacksonville that publish a flat or project fee charge less. Below the Florida median of $4,200; 34% of the 160 other planners in Florida charge less.
“Initial One-time Financial Planning Projects begin at $2400 and generally do not exceed $3500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How HCP Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Because fees are payable in arrears, you will be responsible for a prorated fee based on services performed prior to termination of the financial planning agreement.”
- “Fees for follow up plans are due as a lump sum payment, upon completion of the plan.”
About HCP Wealth Planning, LLC
“We offer comprehensive financial planning services delivered through project plan engagements, which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 5, 2026
- CRD number
- 298864 (opens in new tab)
- Phone
- (904) 419-3784
Other planners in Jacksonville that publish fees
- Wealth 73, LLCJacksonvilleFlat $4,200, Monthly $350-$500/mo
- Create Wealth Financial Planning LLCJacksonvilleFlat $500-$10,000, Annual $2,500-$20,000/yr
- Mash Financial PlanningJacksonvilleFlat $250-$2,000, Annual up to $15,000/yr
- Spark Wealth AdvisorsJacksonvilleFlat $500-$5,000, Monthly $300-$1,000/mo
- Attainable WealthJacksonvilleHourly $300/hr, Flat $3,600-$8,000
- River City Wealth ManagementJacksonvilleHourly $250-$500/hr, Flat $500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.