Raquel Hinman is a CFP-designated registered investment advisor at Hinman Financial Planning, INC., based in Erie, CO, with 25 years of industry experience. Raquel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 70 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2,000,000. Some legacy clients are on a fee schedule that was previously in effect.
Fee Estimator
Contact
Raquel Hinman
Location
568 Briggs Street, Erie, CO, 80516
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Regulatory 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 →Employment History
Current Registrations
Hinman Financial Planning, INC.
Previous Registrations
The Wealth Conservancy, INC.
Janiczek & Company, LTD.
Metlife Securities INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
A Colorado native, Raquel graduated from the University of Colorado with a degree in Finance in 1992, earned her CFP® designation in 1998, and has spent her entire career in the financial services industry. She is a member of FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), NAEPC (National Association of Estate Planning Councils), and the XY Planning Network. She is a board member and Past Chair of Mental Health Partners and serves as a mentor at the CU/Leeds School of Busines. She lives in Erie with her husband and two teenage boys. In her spare time, Raquel enjoys running, reading, and watching basketball.