How does the advisor help clients – Key Takeaways:
HINMAN FINANCIAL PLANNING, INC. serves as a leading financial expert, providing personalized and comprehensive financial planning services to clients. This trusted firm offers a wide range of financial services and caters to various types of clients, all while adhering to transparent fees and disclosing any necessary information.
Facts and Insights
HINMAN FINANCIAL PLANNING, INC. has been in business for over 25 years and boasts a team of highly experienced and knowledgeable advisors. Their expertise and personalized approach have helped clients effectively reach their financial goals. Their assets under management (AUM) for the past year were $500 million.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
HINMAN FINANCIAL PLANNING, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Some of these services include financial planning, investment management, retirement planning, estate planning, and risk management.
Client Types
HINMAN FINANCIAL PLANNING, INC. works with a variety of clients, including individuals, families, and business owners. They also specialize in serving high-net-worth individuals and have experience in helping them manage their wealth and assets effectively.
Fees & Compensation
HINMAN FINANCIAL PLANNING, INC. takes a transparent approach to their fees and compensation structure. They charge a percentage-based fee on assets under management, usually ranging from 1-2%. This fee is subject to change depending on the client’s specific needs and portfolio size.
Background
HINMAN FINANCIAL PLANNING, INC. was founded in 1996 by John Hinman, a highly experienced and renowned financial expert. Over the years, the firm has grown and expanded, offering top-notch financial planning and management services to clients.
Financial Advisor Disclosures to Know
HINMAN FINANCIAL PLANNING, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean disciplinary record, with no legal or regulatory actions against them. Additionally, they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest.