Brandon Hinneberg
Off-Trail Financial · Austin, Texas
Brandon Hinneberg is a fee-only financial advisor at Off-Trail Financial in Austin, Texas, who holds the CFP and ChFC credentials. Off-Trail Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Founders
- Executives
Facts
| Firm | Off-Trail Financial |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $9.0M across 38 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY, TX, WI · CRD 7044416 |
| Exams passed | Series 63 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | offtrailfinancial.com |
| Profile |
How Brandon's firm compares
- Off-Trail Financial's average account is about $237,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Brandon
Is Brandon Hinneberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Off-Trail Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Off-Trail Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brandon Hinneberg based?
Brandon Hinneberg is based in Austin, Texas.
What credentials does Brandon Hinneberg hold?
Brandon Hinneberg holds the CFP and ChFC credentials.
Is Brandon Hinneberg registered with the SEC?
Yes. Brandon Hinneberg is registered as an investment adviser representative in NY, TX and WI (CRD 7044416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Off-Trail Financial manage?
Off-Trail Financial reports $9.0M across 38 accounts in assets under management.
How do I contact Brandon Hinneberg?
Through Brandon's website, offtrailfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Off-Trail Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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