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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Beacon vertex
- Established Date
- 01-03-2005
- Office Locations
- 1
Office Locations
About Hillebrand Financial Planning LLC
Hillebrand Financial Planning is an independent, fee-only (NAPFA) practice offering CFP-led, as-needed advisory sessions, theme-driven financial plans, and implementation support. It helps individuals with decisions like retirement plan rollovers, Roth conversions, stock options, home purchases, inheritances, and business transitions, with planning across cash flow, insurance, tax and estate issues. Investment guidance includes a three-factor model portfolio review and ETF-oriented implementation.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
JOHN MEINDERT VYGE
Owner, Principal
- CRD
- #4887231
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,926,341 | -- |
| Non-Discretionary | $16,124,890 | -- |
| Total | $59,051,231 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,051,231
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,232,200,048 | 48.2% |
| Cash | $2,398,920,383 | 51.8% |
| Total | $4,631,120,431 | 100.0% |