A complete list of active advisors currently associated with Hinman Financial Planning, Inc.

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

Hinman Financial Planning serves individual clients, including high‑net‑worth households, through integrated wealth management, standalone financial planning, and discretionary portfolio management. Clients may engage for a combined planning-and-investment relationship or for planning-only consults focusing on areas such as retirement, tax, insurance, and estate matters. The firm’s investment approach emphasizes Modern Portfolio Theory with a long‑term, buy‑and‑hold orientation, supplemented by fundamental and cyclical analysis and periodic rebalancing. Implementation is typically discretionary and the firm makes regular use of the Altruist LLC Model Marketplace and custodian services—accessing Altruist‑generated and third‑party model portfolios, tax‑management tools, and automated trade execution in managing client accounts. What is distinctive is that Hinman operates as a single‑advisor practice led by a CFP® principal while managing a multi‑million‑dollar client base, and it routinely directs clients to a single custodian/platform for account custody and model implementation. The brochure discloses related operational features and conflicts — including reliance on Altruist’s approved model managers, receipt of research/soft‑dollar benefits, and a policy that clients retain proxy voting authority — items prospective clients may wish to consider when comparing firms.

To learn more about the advisors currently working at Hinman Financial Planning, Inc., 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.