JHP PLANNING, LLC

JHP PLANNING, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 336436). Regulatory assets under management: $86.6M.

Registration

• CRD: 336436
• Type: Registered investment adviser
• Location: 5505 SOUTH 900 EAST, SALT LAKE CITY, UT, 84117
• Phone: 385-388-4386
• Latest filing: 2026-03-04
• Regulatory AUM: $86.6M
• Discretionary AUM: $86.6M
• Clients: 1
• Accounts: 415

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336436 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search