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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Value unisonVector north +more
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
About Hinman Financial Planning, Inc.
Hinman Financial Planning, Inc. is an Erie, Colorado RIA serving individuals and families navigating life transitions (inheritance, divorce, caregiving) and busy professionals balancing retirement and college goals. The firm provides holistic planning with tax, charitable, and estate considerations and insurance guidance, and typically implements portfolios using public funds/ETFs. Custody is supported via Schwab and Altruist, with affiliations shown with XY Planning Network and NAPFA.
Team overview
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Owner & Executives
RAQUEL SUE HINMAN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2460856
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Emily Marie Green
--
- CRD
- #7976736
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,720,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,720,553 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,720,553
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,084,917,169 | 31.4% |
| Cash | $1,216,212,878 | 35.2% |
| Equity - Exchange | $590,830,688 | 17.1% |
| Corporate - Investment Grade | $563,189,486 | 16.3% |
| Total | $3,455,150,221 | 100.0% |