$86.6M Total AUM
$86.6M Disc. AUM
-- 3Y CAGR
1 Employees
146 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Ridge focusNorth +more
- Established Date
- 05-09-2025
- Office Locations
- 1
Office Locations
5505 South 900 East Suite 120 Salt Lake City UT
About JHP Planning, LLC
JHP Planning, LLC is an independently owned, fiduciary RIA in Salt Lake City led by CFP® Jaron H. Poulson. It provides fee-based financial planning and investment management, including retirement planning plus tax, estate, and insurance analysis. The practice makes meaningful use of ETFs and supports clients with a Black Diamond login/reporting portal; custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$86.6M AVG AUM / ADVISOR
$592.9K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Zenith Fusion Vital
Custodian
Quantum ember Legacy vertex
Investment Themes
Legacy oak Unison vertex Glacier
Investment Vehicles
Optima
Platform
Momentum atlas
Services
Delta prime Summit north Insight pioneer Unison Element Element delta Insight Vital prime
Technology
North alpha North Matrix insight
Owner & Executives
J
JARON HEBER POULSON
Chief Compliance Officer, Managing Member
- CRD
- #4277537
- Ownership
- 75% or more
(899) 525-4999
catalyst.momentum@catalystcapital.com
in linkedin.com/in/legacy-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,566,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,566,126 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,566,126
Public Funds:
21.7% Equity - Exchange:
9.2% Corporate - Investment Grade:
19.9% Cash:
7.6% Municipal Bonds:
18.5% U.S. Government/Agency:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $827,621,710 | 21.7% |
| Equity - Exchange | $350,881,094 | 9.2% |
| Corporate - Investment Grade | $758,971,061 | 19.9% |
| Cash | $289,858,295 | 7.6% |
| Municipal Bonds | $705,576,112 | 18.5% |
| U.S. Government/Agency | $881,016,658 | 23.1% |
| Total | $3,813,924,930 | 100.0% |