A complete list of active advisors currently associated with Hinton Financial

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

Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm does not directly manage client assets; instead it places clients with registered third‑party managers and serves as a liaison, handling paperwork, delivering disclosure materials, and performing ongoing monitoring. The firm’s recommendations are based on information gathered about a client’s financial situation, goals, and risk tolerance and focus on matching clients to third‑party manager strategies and investment styles. Hinton Financial reviews TPM performance and client account statements quarterly and discloses the nature of its referral and ongoing service arrangements to clients. Noteworthy aspects of the firm include its operation as an affiliated insurance agency: principals are licensed insurance agents who spend a portion of their time selling insurance and receive commissions for those sales, a relationship the brochure discloses as a potential conflict and addresses through suitability assessments and disclosures. The firm also discloses that it receives an ongoing portion of TPM advisory fees and participates in an AUM‑based incentive program with its TPM partner; Hinton Financial does not custody assets or vote client proxies and says it mitigates conflicts through disclosure and its fiduciary obligations.

To learn more about the advisors currently working at Hinton Financial, 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.