Hillebrand Financial Planning offers personalized financial planning and investment management. Their services include helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Hillebrand Financial Planning is a fee-only firm, meaning they don't sell financial products or receive commissions.
Assets Under Management$61M
Clients37
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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