HINKLE FINANCIAL SERVICES LLC

Overview

Hinkle Financial Services LLC operates as a planning-focused, advisor-of-advisors rather than a traditional discretionary money manager. The firm’s registered advisory activities center on financial planning services and the selection of other advisers, and it is identified as a capital allocator. Its business model appears to emphasize consultative relationships—providing advice, structuring plans and directing clients to third-party managers—rather than running in-house investment sleeves. Billing is primarily non-recurring and engagement-based (hourly and other fee arrangements), which aligns with a planning-first practice. The firm has an industry affiliation with an accountant, indicating tax or accounting expertise is part of its service mix or referral network. Hinkle Financial Services LLC is not an active ESG investor, it is not a multi-state adviser, and it is listed as owned by an individual.

Assets & Accounts

Location & Offices