Hinman Financial Planning offers personalized wealth management services combining ongoing financial planning and portfolio management. The firm designs custom investment strategies using modern portfolio theory, building diversified portfolios with stocks, bonds, exchange-traded funds, and mutual funds, while utilizing third-party model portfolios through an automated platform. In addition to managing investments, Hinman Financial Planning provides broad-based financial planning covering retirement, taxes, estate planning, insurance, disability, business planning, education funding, and cash flow analysis. The firm primarily serves individuals and high-net-worth clients, maintaining a minimum asset requirement of $750,000 for new clients and a minimum annual fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees for amounts over $2,000,000 are negotiable. The firm enforces a minimum annual fee of $7,500.
