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- Custodian
- American Funds · Betterment · Fidelity/NFS
- Clients
- Retail
- Platforms
- Ridge vitalPrime +more
- Established Date
- 05-18-2021
- Office Locations
- 1
Office Locations
About Hyperion Financial
Hyperion Financial is a fee-only, no-commission financial planning firm led by CFP® professionals specializing in retirees and those nearing retirement (age 55+, often within two years of retiring and with $1M+ saved). They help align investments to goals, minimize taxes in retirement, and turn savings into reliable ongoing income. Based in Reading and Lancaster, PA, they serve clients nationwide and also focus on FirstEnergy Corporation employees.
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Owner & Executives
MICHAEL PAUL HARTMAN
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #5844834
- Ownership
- 75% or more
DANIEL PAUL CIENIEWICZ
Financial Planner
- CRD
- #6324016
- Ownership
- 5% but less than 10%
Prime frontier
Foundation matrix peak
- CRD
- #70181
- Ownership
- 45.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,832,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,832,614 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,832,614
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $418,224,941 | 17.8% |
| Cash | $859,945,665 | 36.6% |
| Equity - Exchange | $1,071,407,715 | 45.6% |
| Total | $2,349,578,321 | 100.0% |