Hinman Financial Planning provides wealth management, financial planning, and portfolio management services. Financial planning covers areas like tax, insurance, estate, disability, business, retirement, education, and cash flow. Portfolio management is discretionary, meaning Hinman Financial Planning makes investment decisions without asking you first. The firm uses Altruist Financial LLC as broker/dealer and custodian.
Assets Under Management$81M
Clients70
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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