RIA Intel›Advisers›Utah›JHP PLANNING, LLC

JHP PLANNING, LLC

Advisory

SALT LAKE CITY, UT

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in UT
#191
of 249 advisers by AUM
Average account
$209K
across 415 accounts
AUM per adviser
$87M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$87M
Discretionary %
100%
Clients
145
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$87M
Discretionary AUM$87M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients145
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV, TX, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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ZIONS FIRST NATIONAL BANK
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