Howard Hook has held the title Member at Access Wealth Planning since January 2015, is a control person of the firm and directly owns between 10% and 25% of it.
Access Wealth Planning, LLC is an East Hanover, NJ firm with $539M under management, 373 clients and 6 advisers in one office, as of its March 2026 filing.
Howard Hook is Principal and Sr. Wealth Advisor of Access Wealth, based in East Hanover, New Jersey, and of its affiliate EKS Associates. He has more than 35 years of experience in the financial advisory profession. His planning style includes considerable time for client education, and he helps clients who support charitable causes determine how much they can afford to give, the best ways to give and the best time to give.
Howard Hook’s longest registration is the current one, 24 years at Access Wealth Planning since 2002.
- Eks AssociatesAlso current– present · 12 yearsPrinceton, NJ · Adviser representative · Firm CRD 169687
- DHH Advisors, LLC– · under a yearPrinceton, NJ · Adviser representative · Firm CRD 169687
- Access WealthCurrent– present · 24 yearsEast Hanover, NJ · Adviser representative · Firm CRD 112973
Professional designations
Listed by Access Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Howard Hook is registered as an investment adviser representative in New Jersey, since July 2002.
- New JerseySince 17 July 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 2000 |
| Series 7 | General Securities Representative Examination | 17 August 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Howard Mark Hook
- CRD
- 4199828
- Firm
- Access Wealth Planning · CRD 112973
- Role
- Member
- Office
- 120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- access-wealth.com
Where does Howard Hook work?
Howard Hook has held the title Member at Access Wealth Planning, LLC since January 2015, and is a control person of the firm.
Is Howard Hook a financial advisor?
Yes. Howard Hook has a current investment-adviser registration in New Jersey, through Access Wealth Planning since July 2002.
How many years of experience does Howard Hook have?
Howard Hook has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Howard Hook passed?
Howard Hook has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2000.
Where is Howard Hook based?
Howard Hook’s registered office is in East Hanover, NJ.
Is Howard Hook registered with FINRA?
No. Howard Hook has no current broker registration.
Is Howard Hook a CFP?
Access Wealth Planning lists Howard Hook with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Howard Hook, CFP®, CPA, CAP® biography, access-wealth.com
How can I verify Howard Hook’s record?
Search CRD 4199828 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Howard Hook’s full registration record.
