Hinds Financial Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hinds Financial Group serves individual and high‑net‑worth clients as well as institutions such as trusts, estates, and small businesses. The firm offers discretionary portfolio management, selection of mutual funds and third‑party money managers, and modular or ongoing financial planning and implementation services, typically billed as a percentage of assets under management.
Investment advice is tailored through an Investor Profile and a written Statement of Investment Policy, with portfolios managed predominantly on a long‑term, asset‑allocation basis using risk‑based models, Envestnet model portfolios, and selected third‑party managers. The firm monitors managers and portfolios on an ongoing basis, rebalances as conditions or client circumstances change, and may use fundamental analysis and Modern Portfolio Theory in constructing allocations.
Several operational features distinguish Hinds from many peers: members and advisory personnel are registered representatives of Cetera Advisor Networks (a FINRA broker‑dealer) and the firm operates as a licensed independent insurance agency, so advisers may receive transaction‑based compensation for securities and insurance sales (including variable annuities) and participate in wrap program arrangements with Envestnet and Pershing. The brochure discloses these relationships and related conflicts of interest and the firm also advertises third‑party ratings, a practice that is less common among comparable team firms.
Client services
Expertise
Fee options
Fixed fees generally range from $1,000 to $10,000 depending on plan complexity.
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.14% $1,000,000 - $1,500,000: 0.92% $1,500,000+: 0.76%
Advisory professionals may receive commissions for sale of securities and insurance products as registered representatives.
Hourly fees vary from $150/hour to $350/hour depending on expertise.
Account minimum: $100,000 Minimum fee: Financial planning fees are subject to a $1,000 minimum fee. Exceptions may be made case-by-case. Fee-only: Financial planning fees charged as fixed fees ranging from $1,000 to $10,000, hourly fees from $150 to $350 per hour, retainer fees from $5,000 to $25,000 annually, or a combination thereof.
Main office
141 Union Blvd., Suite 350
Lakewood CO 80228
Advisors at this office
6
Most active in
Arizona · California · Colorado · Nebraska · Texas
Also doing business as
Hinds Financial Group Inc · The Hinds Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Advisors at this firm
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