Hillebrand Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,051,231
Clients
37
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$1,595,979
About
Hillebrand Financial Planning LLC serves individuals, trusts, and small businesses with personalized financial planning and investment management, offering project-based, hourly, retainer, and ongoing advisory engagements as well as occasional educational workshops. The firm operates as a fee-only fiduciary and states it does not accept commissions, finder’s fees, or third-party compensation.
The firm follows a strategic asset-allocation, core-and-satellite approach that emphasizes passive index funds and ETFs for core holdings and selective active managers for satellite exposures, and it documents client objectives in written investment policy statements. Accounts are managed on both discretionary and non-discretionary bases, trades are executed under a limited power of attorney through discount custodians, and portfolios are reviewed at least quarterly.
Distinctive operational features include a solo CFP practitioner managing roughly $59 million for a small client base, and a formal self-directed program that provides reduced advisory pricing while retaining quarterly reviews and periodic face-to-face meetings. The firm also highlights availability of retainer and hourly planning arrangements, does not vote client proxies, and has not entered a business-continuation agreement—details clients may consider when evaluating succession and governance.
Client services
Financial planning
Portfolio management
Business planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
General estate planning guidance
Fee options
Financial plan fees range from $400 to $4,000, negotiable; follow-on implementation billed separately at $400 per hour
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.35% annually
Hourly rate for limited scope engagements is $400
Minimum fee: Minimum annual fee of $1,000 for asset management clients Fee-only: Hourly financial planning fees starting at $400 per hour; fixed fees for financial plans ranging from $400 to $4,000; retainer agreements minimum $2,400 (negotiable)
Main office location
Hillebrand Financial Planning LLC
Ashburn VA, United States
Number of offices
1
Most active in
Hillebrand Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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