Hillebrand Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Ashburn VA
Advisors at this office
1
Most active in
Texas · Virginia
Also doing business as
Bold Financial Planning · Bold Financial Planning, LLC · Hillebrand Financial Planning LLC · John Vyge
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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