Hindman Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hindman Financial provides financial planning, individual-topic consulting, and public seminars and workshops aimed at basic investing, budgeting, and debt-reduction topics. The firm delivers written financial plans and standalone consultations and offers fee-based educational sessions to the public.
Advice is delivered as planning and recommendations rather than ongoing portfolio management or custodial services; clients implement investment decisions through their chosen custodians. Compensation is fee-based for planning and for seminars rather than as a percentage of assets, and plans are updated on request or recommended at least annually.
The firm is notable among independent advisers for combining public educational workshops with a practice that does not manage client investment accounts or charge AUM-based fees, a less common model in the category. The owner also provides tax-preparation services and sells insurance (with disclosed commissions), which the firm identifies as potential conflicts mitigated by disclosure and client choice.
Client services
Expertise
Fee options
Seminars and workshops offered for up to $100 plus cost of books and materials.
Mr. Hindman receives commissions on insurance sales.
$150 per hour for financial planning services.
Main office
Dover OH
Advisors at this office
1
Most active in
Ohio
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.
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