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AdvisorCensus / Financial advisors / Colorado / Greeley / Hinman Financial Planning, Inc.

Hinman Financial Planning, Inc.

Erie, COState-registered investment adviserCRD 173844

Filed as HINMAN FINANCIAL PLANNING, INC.

Hinman Financial Planning, Inc. is a state-registered investment advisory firm in Erie, CO, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

11 years
registered since 2015
$80,720,553
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hinman Financial Planning, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Hinman Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Hinman Financial Planning, Inc. located?

Hinman Financial Planning, Inc.'s principal office is in Erie, CO, according to its Form ADV.

Is Hinman Financial Planning, Inc. registered with the SEC or a state?

Hinman Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173844.

How much does Hinman Financial Planning, Inc. manage?

Hinman Financial Planning, Inc. reports $80,720,553 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

What types of clients does Hinman Financial Planning, Inc. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (28).

Does Hinman Financial Planning, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173844

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$80,720,553

$80,720,553 as of October 2026, filing dated February 13, 2026.

Discretionary: $80,720,553.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 28 Assets $11,453,895 (14%)
High net worth individuals
Clients 42 Assets $69,266,658 (86%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2015 (11 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
CO

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
hinmanfp.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Hinman Financial Planning, Inc. (CRD 173844): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hinman-financial-planning-inc-erie-co-173844