CRD: 133235
Hillebrand Financial Planning LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 72.7% is discretionary and 27.3% is non-discretionary.
The firm reports 1 advisory representatives and 55 clients, or 55 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN MEINDERT VYGE
Owner, Principal
- CRD
- #4887231
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| 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
SMA allocation detail is available
Hillebrand Financial Planning LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.