HFP Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“FINANCIAL CONSULTING FEES HFP charges an hourly fee of $250 per hour for financial consulting.”

Annual fee

$1,200/yr

“The minimum fee is $1,200 per annum and the maximum fee is $8,000, per annum.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How HFP Investments bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial consultations are due in advance upon the signing of the Financial Consulting Agreement.”

How HFP Investments’ fees compare

• Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Columbia that publish an hourly rate charge less.
• Its annual fee of $1,200 is below the Missouri median of $6,000. 16% of the 45 other Missouri planners that publish an annual fee charge less.
• None of the 3 other planners in Columbia that publish an annual fee charge less.

About HFP Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.95% a year

Minimum

$1,200 minimum fee (stated in brochure)

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,560,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315574

Phone

(800) 584-5882

Other planners in Columbia that publish fees

• Clarity FinancialColumbia$300/hr, $6,000⁠-⁠$40,000
• Fee-Only Financial Services LLCColumbia$200/hr
• Harrison Financial PlanningColumbia$75⁠-⁠$350/hr, $1,200⁠-⁠$15,000
• Trek Wealth PlanningColumbia$1,200⁠-⁠$2,400, $4,800⁠-⁠$9,600/yr
• Truman Wealth AdvisorsColumbia$7,500/yr
• Wilkerson Advisory Group LLCColumbia$350/hr, $2,500⁠-⁠$15,000

Compare all 12 planners in Columbia