Hinman Financial Planning, Inc.

Q: What is their contact information?

Phone: (720) 460-0908, Email: info@hinmanfp.com

Financial planner in Erie, CO (show on map)

5.0

★★★★★

2 reviews

Fee-only financial planning firm serving Erie, Boulder, and Denver-Metro area in Colorado, specializing in life transitions like inheritance, divorce, and retirement.

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About

Hinman Financial Planning is a fee-only financial planning firm specializing in helping individuals, couples, and families who are undergoing or have undergone major life transitions including inheritance management, divorce, and retirement. The firm offers full-service financial planning (which includes investment management), annual planning (for those who prefer to manage their own investments with advice), and project planning (limited scope for those wanting a professional second opinion).

Founded by Raquel Hinman, CFP, CDFA, the firm serves clients aged 45-75 with investment portfolios of $1-10 million, primarily in Erie, Boulder, and surrounding Colorado communities, though they also work virtually with clients nationwide. The firm operates on Midwestern values: working hard, providing good quality work, thinking long-term, and doing so at a reasonable cost.

Fee-only fiduciary advisors who do not receive commissions

Specialize in life transitions (divorce, inheritance, retirement)

Work with investment portfolios of $1-10 million

Founded on Midwestern values of hard work, quality, and long-term thinking

Customized approach based on client needs, not firm agenda

Direct, straightforward approach with candid conversations

Services

Full-Service Financial Planning

Comprehensive financial planning with investment management included. Billed as percentage of AUM, converted to flat fee at $2MM.

Investment Management Performance Reporting Rebalancing Tax-Loss Harvesting Percentage of AUM billing

Annual Financial Planning

Ongoing financial planning without direct investment management. Billed as flat annual fee on quarterly basis.

Ongoing Planning Asset Allocation Review Flat Annual Fee

Project Financial Planning

Limited scope engagement with 4 meetings and flat-rate billing for those wanting a comprehensive plan or professional second opinion.

4 Meetings Flat-Rate Billing Second Opinion

Credentials & Certifications

CFP (Certified Financial Planner)

CDFA (Certified Divorce Financial Analyst)

FPQP (Financial Paraplanner Qualified Professional)

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What does Hinman Financial Planning specialize in? +

They specialize in helping people who are undergoing or have undergone a major life transition such as an inheritance, divorce, or retirement. They also work with individuals aged 45-75 with investment portfolios of $1-10 million.

What services do they offer? +

They offer Full-Service Financial Planning (with investment management), Annual Financial Planning (advice-only without direct management), and Project Financial Planning (limited scope with 4 meetings).

What is their minimum? +

$7,500 minimum annual fee or $750,000 in Assets Under Management (AUM).

Where is Hinman Financial Planning located? +

Mailing address: P.O. Box 1158, Erie, CO 80516-1158. Physical meetings available in Erie and Boulder. Virtual meetings also available nationwide.

What does fee-only mean? +

Fee-only advisors get paid for the advice and guidance they provide. They do not receive commissions, nor do they sell products. The client and the client's needs are at the center of the relationship, not some firm the advisor represents or the products the firm sells.

What is their contact information? +

Phone: (720) 460-0908, Email: [email protected]