A complete list of active advisors currently associated with Hillebrand Financial Planning LLC

Warmer can help you find a great advisor at Hillebrand Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hillebrand Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.