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Hinman Financial Planning, Inc.

Updated today

Total assets under management

$63,725,186

Total clients

69

55% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

69

Average account size

$923,553

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001+: Negotiable

Other

Account minimum: $750,000 Minimum fee: Minimum annual fee of $7,500 to maintain a wealth management service relationship Fee-only: Fixed fees for financial planning services ranging from $500 to $24,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Hinman Financial Planning, Inc.

568 Briggs Street

Erie CO 80516, United States

Number of offices

1

Advisors at this firm

Raquel H

CFP®

Erie, CO

Hinman Financial Planning, Inc.

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals. Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households. What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals. A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.

General retirement planning Divorced Baby Boomers (Born 1946-1964)
user avatar

Emily G

Series 65

Erie, CO

Hinman Financial Planning, Inc.

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