Firm
Hyperion Financial, LLC
Shillington, Pennsylvania
Fee-only
Hyperion Financial, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 182 individual clients, 20 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 520 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Shillington, Pennsylvania |
|---|---|
| Website | hyperionfp.com |
Hyperion Financial, LLC 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 $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Minimum annual fee of $10,000" source
"who have accumulated $1,000,000 of Investments or more" 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 | $90 million |
| Individual clients | 162 |
| High-net-worth clients | 20 |
| Accounts managed | 520 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 313014 |