# HCP Wealth Planning

HCP Wealth Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/hcp-wealth-planning

## Regulatory record

- **CRD number:** 298864
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298864

## About

Want To Retire Early? We'll Help You Create AND Implement A Personalized Financial Plan For A Simple, One-Time Flat Fee | Do you hope to make work optional before age 65? Are you concerned about retiring before you are eligible for Medicare benefits, your maximum Social Security benefits, or pension benefits? Retiring early can present unique challenges and opportunities.

## Questions

### Is HCP Wealth Planning a fiduciary?

As a registered investment advisor, HCP Wealth Planning is legally bound by a fiduciary duty to its clients. This requires the firm to place client interests ahead of its own and to disclose any potential conflicts of interest, a standard higher than the suitability standard applied to broker-dealers.

## Related profiles

- [Matthew H. Lam, CPA](https://altss.com/profile/matthew-h-lam-cpa)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hcp-wealth-planning-llc

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