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Hinman Financial Planning
HINMAN FINANCIAL PLANNING, INC. is a state-registered investment adviser in Erie, CO. The firm manages approximately $81 million in regulatory assets.
Overview
HINMAN FINANCIAL PLANNING, INC. is a state-registered investment adviser in Erie, CO. The firm manages approximately $81 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What services does Hinman Financial Planning offer?
Based on the firm's name and regulatory registration, Hinman Financial Planning provides financial planning and investment advisory services to individual clients. Specific service offerings are not detailed in public records.
Who are the key principals at Hinman Financial Planning?
The names and roles of principals at Hinman Financial Planning are not disclosed in publicly available sources. The firm's leadership structure remains unconfirmed.
Is Hinman Financial Planning a fiduciary?
As a registered investment advisor, Hinman Financial Planning is subject to the fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in clients' best interests. This status is a matter of public record through its SEC or state registration.
How does Hinman Financial Planning charge for its services?
The firm's fee structure is not publicly available. Common RIA fee models include assets under management (AUM) fees, flat retainer fees, or hourly billing. Clients should request the firm's Form ADV for detailed fee disclosures.
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