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Addison Hinrichs

3 Years of Experience
Temecula, CA

Addison Hinrichs is a registered investment advisor at Vine Capital Management, LLC, based in Temecula, CA, with 3 years of industry experience. Addison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 168 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$188.4M

Fee Structure

Planning is included in investment management (also available separately)

Vine Capital Management offers asset management through wrap fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.

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Location

Temecula, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Addison is the Worship Director for Temecula Hills Christian Fellowship, a non-profit ministry. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Vine Capital Management, LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
CA
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.
Addison Hinrichs - Financial Advisor | TrueAdvisor