# HCP Wealth Planning, LLC

> HCP Wealth Planning, LLC is a state-registered investment advisory firm in Atlantic Beach, FL, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated February 5, 2026.

- CRD: 298864
- Filed as: HCP WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlantic Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298864
- AdvisorCensus page: https://advisorcensus.com/firm/hcp-wealth-planning-llc-atlantic-beach-fl-298864

## Quick answers

**How is HCP Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HCP Wealth Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is HCP Wealth Planning, LLC located?**
HCP Wealth Planning, LLC's principal office is in Atlantic Beach, FL, according to its Form ADV.

**Is HCP Wealth Planning, LLC registered with the SEC or a state?**
HCP Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298864.

**Does HCP Wealth Planning, LLC 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/298864

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flatfeeplans.com
- hcpwealth.com
- Facebook @HCPWealthPlanning
- LinkedIn @hcp-wealth-planning
- X @HcpWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HCP Wealth Planning, LLC (CRD 298864): Form ADV filing data as of October 2026.