Hinkle Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides referral and advisory services by placing clients with third‑party money managers and by delivering comprehensive financial planning and shorter hourly consultations. It does not act as a discretionary manager of client portfolios and relies on external, registered managers to provide ongoing investment management.
In its planning work the firm documents client goals and constructs plans that consider net worth, tax liabilities, asset allocation, retirement strategy and estate preservation, and offers topic‑specific hourly consultations for more limited needs. For investment services the firm vets and recommends third‑party managers, discloses those managers’ registration and fee materials to clients, and defers portfolio implementation and periodic reviews to the selected managers.
Noteworthy features include an affiliation with an accounting practice whose principals devote the majority of their time to accounting services and may provide separate accounting work to clients, a relationship the firm discloses as a potential conflict of interest. Compared with many peers, the firm emphasizes solicitor arrangements and hourly planning engagements and focuses on selecting other advisers rather than providing in‑house AUM‑based portfolio management.
Client services
Expertise
Fee options
$250 per hour for financial planning and consultation services
Fee-only: $250 per hour for financial planning, fees may be negotiated based on complexity
Main office
2600 NE 14th Street Causeway
Pompano Beach FL 33062
Advisors at this office
1
Most active in
Florida
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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