Ramy Hindiyeh
Finmentum · Elk Grove, California
Ramy Hindiyeh is a fee-only financial advisor at Finmentum in Elk Grove, California. Ramy charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Finmentum |
|---|---|
| Based in | Elk Grove, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 7 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8195441 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | finmentum.com |
| Profile |
How Ramy's firm compares
- Finmentum's average account is about $399,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Ramy
Is Ramy Hindiyeh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ramy holds no broker registration, and Finmentum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ramy charge for financial advice?
Ramy charges a percentage of assets.
How much does Ramy charge?
According to Finmentum's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Ramy work with clients virtually?
Yes. Finmentum says on its website that it works with clients remotely.
Where is Ramy Hindiyeh based?
Ramy Hindiyeh is based in Elk Grove, California.
What does Ramy specialize in?
Ramy's specialties include retirement planning and tax planning.
Is Ramy Hindiyeh registered with the SEC?
Yes. Ramy Hindiyeh is registered as an investment adviser representative in CA (CRD 8195441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finmentum manage?
Finmentum reports $2.8M across 7 accounts in assets under management.
How do I contact Ramy Hindiyeh?
Through Ramy's website, finmentum.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
- Finmentum 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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