Hinchley Advisory Group, LLC

Hinchley Advisory Group provides discretionary portfolio management and related financial planning to individual clients (including high‑net‑worth and non‑HNW individuals) as well as trusts, estates, charitable organizations and business entities. The firm manages approximately $193 million across about 296 client relationships and bills advisory services on a percentage‑of‑assets basis.

Investment advice is delivered through firm model portfolios (Growth, Moderate Growth, Balanced, Moderately Conservative, Conservative) and tailored discretionary strategies that primarily use mutual funds, variable annuities, and variable life insurance. The firm employs a mix of fundamental, technical/charting and cyclical analysis, monitors accounts on an ongoing basis, conducts semi‑annual reviews, and provides quarterly reporting; tax efficiency is not the primary objective and clients are directed to consult tax professionals.

Notable distinctions for this adviser include several uncommon affiliations and activities disclosed in the brochure: an affiliated accounting, tax preparation and mortgage brokerage firm to which clients may be referred, a licensed insurance business that generates commission income on insurance product sales, and the sponsor/manager role in private real‑estate entities (closed to new investors, with limited client participation). The firm also operates with a high client‑to‑advisor ratio (well over 200 clients per advisor), an atypical scale for a single‑advisor practice, and the brochure discloses related conflicts of interest and mitigation policies.