BH
BH

Bruce Hinchley

19 Years of Experience
Centennial, CO
4 Disclosures

Bruce Hinchley is a registered investment advisor at Hinchley Advisory Group, LLC, based in Centennial, CO, with 19 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 296 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
296 clients
Average Client Portfolio
$652K average
Assets Under Management
$193.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.50%
$100K - $250K1.00%
$250K - $500K0.75%
$500K+0.50%

At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

6746 South Revere Parkway, Suite B-140, Centennial, CO, 80112

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011
Denied
Employment Separation After Allegations
September 2011
Customer Dispute
May 2009
Denied
Customer Dispute
November 1999
Settled
Other Business Activities

Bruce spends about 10-20% of his time on tax preparation and mortgage brokering with Hinchley & Company. He also dedicates minimal time to Procap Financial, LLLP and Procap Real Estate, LLC, both related to real estate and property management.

Employment History
Current Registrations
Hinchley Advisory Group, LLC
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Nationwide Securities, LLC
August 2008 - July 2010 · 1 yr 11 mos
1717 Capital Management Company
January 2005 - August 2008 · 3 yrs 7 mos
State Registrations2 states
COTX
Advisor

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
No exam information available for this advisor.