JHP Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly fee for these services is $200.”

Flat or project fee

$700⁠-⁠$3,500

“The negotiated fixed rate for creating client financial plans is between $700 and $3,500.”

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

How JHP Planning, LLC bills

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

• “Although the advisory fee tier is determined at the household level, advisory fees are calculated and deducted from each individual account within the household on a pro-rata basis based on the account’s relative value, unless otherwise agreed in writing.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.”

How JHP Planning, LLC’s fees compare

• Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
• 7 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
• Its flat or project fee of $700-$3,500 spans the Utah median of $2,050. 51% of the 63 other Utah planners that publish a flat or project fee charge less.
• 3 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About JHP Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2% a year

Clients

145

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$86,566,126

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336436

Website

jhpplanning.com (opens in new tab)

Phone

(385) 388-4386

Can advise clients in 2 states: Nevada, Utah

Other planners in Salt Lake City that publish fees

• Abacus Investment AdvisorsSalt Lake City$100/hr
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
• Cottonwood Asset Management LLCSalt Lake City$125/hr
• Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
• Crewe AdvisorsSalt Lake City$6,000⁠-⁠$150,000

Compare all 38 planners in Salt Lake City