Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees are negotiable for accounts over $4,000,001.
Fee Estimator
HPFP is a fee-only firm. For ongoing comprehensive financial planning and investment management, there is an upfront fee of $1,500. Ongoing fees range from $5,000-$9,000 annually for under $1,000,000 in assets under management, or 0.90% annually for over $1,000,000 in assets under management. For ongoing advice-only financial planning, the upfront charge is $1,500, and ongoing fees range from $125 to $5,000 a month. One-time comprehensive financial plans range from $850 to $6,500. Hourly financial planning is offered at $350 per hour. Retirement plan management is charged at 0.50% of assets under management annually. Fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
Charleston, SC
Get directionsContact
Grant Roger MaddoxRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Grant is a financial planner at Origin Investment Advisory LLC (d.b.a. Origin Financial LLC), providing investment advice and financial planning. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Hampton Park Financial Planning
Origin Investment Advisory LLC
Previous Registrations
Detterbeck Wealth Management
State Registrations3 states
Exams