Hillebrand Financial Planning LLC

Overview

Hillebrand Financial Planning LLC is an independent, individually owned RIA organized as an LLC that serves individuals and families, with some work for small businesses. Its advisory services center on financial planning and portfolio management for private clients. The firm charges clients through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, which allows flexibility for one-off planning engagements as well as ongoing asset management. The firm is not positioned as an institutional capital allocator and is not flagged as an active ESG investor. Its operating scope is relatively compact and client-focused rather than multi-state or pension consulting–oriented.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices