# H&H Investment Planners, Inc.

> H&H Investment Planners, Inc. is a state-registered investment advisory firm in Bermuda Run, NC, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated February 11, 2026.

- CRD: 117656
- Filed as: H&H INVESTMENT PLANNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bermuda Run, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117656
- AdvisorCensus page: https://advisorcensus.com/firm/h-and-h-investment-planners-inc-bermuda-run-nc-117656

## Quick answers

**How is H&H Investment Planners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), H&H Investment Planners, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is H&H Investment Planners, Inc. located?**
H&H Investment Planners, Inc.'s principal office is in Bermuda Run, NC, according to its Form ADV.

**Is H&H Investment Planners, Inc. registered with the SEC or a state?**
H&H Investment Planners, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 117656.

**Does H&H Investment Planners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117656

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H&H Investment Planners, Inc. (CRD 117656): Form ADV filing data as of October 2026.
