Hinman Financial Planning, Inc.
Erie, Colorado
Hinman Financial Planning, Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 70 individual clients, 42 of them high net worth.
- Its average account is about $412,000 (assets it manages divided by its 196 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Erie, Colorado |
|---|---|
| Website | hinmanfp.com |
| [email protected] | |
| Phone | (720) 460-0908 |
Questions about Hinman Financial Planning, Inc.
How much does Hinman Financial Planning, Inc. charge?
Hinman Financial Planning, Inc. publishes these prices: ongoing planning: from $7,500 a year. We found this on its website, checked October 28, 2026.
Does Hinman Financial Planning, Inc. have an account minimum?
Yes. Hinman Financial Planning, Inc. states an account minimum of $750,000. We found this on its website, checked October 28, 2026.
How is Hinman Financial Planning, Inc. paid?
Hinman Financial Planning, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Hinman Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Hinman Financial Planning, Inc., and 1 hold the CFP.
What is the average account at Hinman Financial Planning, Inc.?
Hinman Financial Planning, Inc.'s average account is about $412,000. That's the assets on its Form ADV divided by its 196 accounts.
What does Hinman Financial Planning, Inc. specialize in?
Hinman Financial Planning, Inc.'s advisors and website list divorce financial planning, retirement planning and family wealth transfer.
Is Hinman Financial Planning, Inc. accepting new clients?
Yes, according to Hinman Financial Planning, Inc.'s website, checked October 28, 2026.
Does Hinman Financial Planning, Inc. work with clients virtually?
Yes. Hinman Financial Planning, Inc.'s website says it works with clients virtually.
Hinman Financial Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Account minimum | $750,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"$7,500 minimum annual fee or $750,000 in Assets Under Management (AUM)." source
"$7,500 minimum annual fee or $750,000 in Assets Under Management (AUM)." source
"Full service planning is billed as a percentage of assets under management" source
"Billed as a flat annual fee and paid on a quarterly basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $81 million |
| Individual clients | 28 |
| High-net-worth clients | 42 |
| Accounts managed | 196 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 173844 |