HINMAN FINANCIAL PLANNING, INC.

Overview

Hinman Financial Planning, Inc. is an independent, individually owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs fee-based relationships using a mix of percentage-of-AUM and fixed-fee arrangements, and it emphasizes managed, pooled vehicles rather than concentrated single-stock strategies. Its advisory practice appears centered on comprehensive planning combined with ongoing portfolio oversight, delivering tailored allocations through publicly offered mutual funds and other pooled products while retaining discretion over account-level implementation. Hinman Financial Planning, Inc. does not present itself as an active ESG investor or a multi-state advisory network. The firm’s model favors efficiency and scale via custodial and platform relationships that support model or mutual fund–centric management for a relatively compact client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices