John Hinrichs is a CFP-designated registered investment advisor at Celtic Capital Corporation, based in Houston, TX, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Houston, TX
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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 →Other Business Activities
The filing only mentions "LEGAL SERVICES" without providing any details about John's involvement or time commitment. It is impossible to determine the nature of his activities or whether they involve insurance.
Employment History
Current Registrations
Celtic Capital Corporation
State Registrations1 state
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