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Hines Wealth Management
Harvey Hines founded Hines Wealth Management in 1993 as an independent advisory practice providing wealth management services to individual investors and...
Hines Wealth Management
Harvey Hines founded Hines Wealth Management in 1993 as an independent advisory practice providing wealth management services to individual investors and businesses in the Charleston area. The firm operates as a registered investment advisor through its affiliation with LPL Financial, which gives Hines Wealth Management access to an open-architecture platform free of proprietary-product pressures, while LPL's research teams supply asset allocation, due diligence, and market commentary. Hines Wealth Management constructs client portfolios using the non-proprietary investment products available through LPL. The practice covers retirement planning, college savings, estate planning strategies, and employee benefits packages for small and medium-size businesses, including health insurance programs. The firm's service model emphasizes comprehensive financial planning — it offers fee-based plans through LPL's RIA, access to in-house trust services via the LPL Private Trust Company, and the WealthVision aggregation and planning tool for high-net-worth clients. Client assets are held in accounts supervised by LPL's compliance framework. The firm lists three professionals on its team page: Harvey Hines as Managing Director and CFP®; Andrea L. Ciota as Director of Business Development; and Cindy Ellis, who joined as an admin solutions consultant through LPL in 2024 after four years at Cambridge Investment Research. Hines Wealth Management operates from a single office on Wappoo Creek Drive in Charleston, South Carolina, and serves clients nationwide by appointment. The practice targets a select group of clients it characterizes as personal and relationship-driven rather than institutional or transactional. Hines Wealth Management's structural identity hinges on the LPL affiliation. It is not a product-manufacturing firm or a proprietary asset manager — it is a distribution-oriented advisory practice leveraging LPL's infrastructure for compliance, research, and trust services. The firm's multi-family-office-like posture comes from bundling financial planning, investment management, and trust referrals for private clients, but without the internal legal, tax, or private-investments staffing that would mark a standalone family office. Succession and scale are tied entirely to Harvey Hines and the LPL partnership.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Charleston
Corporate office
125 Wappoo Creek Drive, Building E, Suite 101A, Charleston, SC 29412-2160, United States
Principals
Eugene Harvey Hines
Managing Director
Andrea L. Ciota
Director of Business Development
Frequently asked questions
Who runs investment decisions at Hines Wealth Management?
Eugene Harvey Hines, CFP®, is the Managing Director and has led the firm since founding it in 1993. He personally designs and executes client financial plans. The firm does not disclose a separate Chief Investment Officer — portfolio construction draws on LPL Financial's in-house research, asset allocation, and due diligence teams rather than an internal investment committee.
How is Hines Wealth Management structured relative to LPL Financial?
Hines Wealth Management is an independent advisory practice that uses LPL Financial as its broker-dealer and registered investment advisor platform. The arrangement gives the firm access to non-proprietary investment products, LPL's research department, financial planning software, and trust services through LPL's Private Trust Company. Hines Wealth Management retains full discretion over client relationships and advice, while LPL provides compliance oversight and custody infrastructure.
Does Hines Wealth Management operate as a multi-family office?
No. Hines Wealth Management is an independent financial advisory practice, not a multi-family office. It does, however, deliver many services commonly associated with family offices — comprehensive financial planning, investment management, estate planning coordination, and access to trust services via LPL — for a select group of private clients. The service model bundles wealth management functions without the internal legal or tax staff a dedicated MFO typically maintains.
What investment products does Hines Wealth Management use to build client portfolios?
The firm constructs portfolios exclusively from non-proprietary investment products available through the LPL Financial platform. It does not manage in-house funds or restricted mandate products. Specific asset-class tilts, manager lineups, or alternative-investment access are not publicly disclosed.
What is Hines Wealth Management's known posture on alternative investments?
Hines Wealth Management does not publicly advertise alternative investment capabilities. Its website emphasizes traditional wealth management — retirement planning, college savings, and estate planning strategies — and directs private-client inquiries to LPL's Private Client Group for premium resources including philanthropy and risk mitigation. Any private-market or alternative exposure would occur through LPL's platform rather than through an internal direct-investment team.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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