Hyperion Financial

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Client assets under management

$89,832,614

Clients

182

11% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$493,586

About

Hyperion Financial provides discretionary investment management and a range of financial planning services to individuals (including high‑net‑worth households) and to business clients. The firm offers project‑based, foundational, and ongoing comprehensive planning alongside portfolio management, and generally charges asset‑based advisory fees.

The firm’s investment approach is primarily passive and long‑term, using index mutual funds, ETFs, stocks, and bonds to construct diversified portfolios, and it will engage third‑party managers for legacy or smaller accounts when appropriate. Services are delivered virtually, and clients must consent to electronic delivery of documents and communications as part of the relationship.

Compared with many peers, Hyperion is a relatively new, small team (three advisors) managing roughly $90 million for about 182 clients and operates a household retainer model for its comprehensive ongoing planning. The firm also provides a few atypical client conveniences — limited payment for updating estate documents and payment for tax preparation from recommended CPAs for eligible ongoing clients — runs a visible financial‑education practice (instructor‑led workshops and college‑savings content), and, for a small number of accounts, has standing letters of authorization that have resulted in limited custody via SLOAs.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses

Demographic focus

Young Professionals

Fee options

Fixed

Project-Based Financial Planning fixed fees $495-$2,495

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Subscriptions

Foundational Financial Planning ongoing monthly fee of $75, waived if household account value is $500,000 or more

Other

Minimum fee: $10,000 annual minimum fee for Ongoing Comprehensive Financial Planning + Investment Management Services, payable monthly or quarterly in advance, may be waived or reduced at firm's discretion Fee-only: Project-Based Financial Planning fixed fee ranging from $495 to $2,495 based on complexity; Foundational Financial Planning monthly fee of $75 (waived if household account value ≥ $500,000)

Main office location

Hyperion Financial

20 W. Lancaster Ave, Suite 3

Shillington PA 19607, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook YouTube Website 484-578-9152

Advisors at this firm

Tyler S

Series 63, Series 65

Shillington, PA

Hyperion Financial

Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals

Michael H

CFP®, Series 63, Series 65

Shillington, PA

Hyperion Financial

Michael Hartman is the founder of Hyperion Financial, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 11 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK prior to founding his firm in 2021. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold strategy involving index mutual funds, ETFs, stocks, and bonds. The firm offers project, foundational, and ongoing comprehensive planning services and coordinates with clients’ tax and legal professionals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals

Daniel C

CFP®, Series 63, Series 65

Shillington, PA

Hyperion Financial

Daniel Cieniewicz is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hyperion Financial since 2021. His prior roles include positions at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of his advisory work, he provides financial aid and student loan counseling through The College Dude and contributes educational content to MoneyGeek. He also serves as an instructor for the American Financial Education Alliance, delivering financial wellness workshops. Hyperion Financial is a Pennsylvania-registered advisory firm serving individual and high-net-worth clients with tailored financial planning and discretionary investment management. The firm employs a primarily passive, long-term buy-and-hold investment approach and offers project, foundational, and ongoing comprehensive planning alongside portfolio management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals

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