Hillebrand Financial Planning offers personalized financial planning and investment management services for individuals, families, trusts, and small businesses. Founded in 2005 and led by Certified Financial Planner John Vyge, the firm operates as a registered investment advisor, meaning they are legally required to act in your best interest. They do not sell insurance, mutual funds, or other commissioned products, ensuring objective advice. Services range from comprehensive financial plans covering cash flow, retirement, taxes, and estate planning to ongoing portfolio management using a core-and-satellite strategy that mixes index funds and actively managed funds. Clients maintain control of their assets through independent custodians, while Hillebrand Financial Planning executes trades on their behalf.
Fee Structure
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% |
Minimum annual fee of $1,000 applies. Fees may be negotiable.