Business Description

Hillebrand Financial Planning, LLC is an independent, fee only financial planning firm. We provide objective, unbiased reviews of our clients' financial situations on an hourly, as-needed-basis. Founder John Vyge is a Certified Financial Planner? practitioner, certified in both the United States and Canada. We can:

-Offer one-time, periodic or ongoing financial or investment advice.
-Provide a financial checkup.
-Give a second opinion on portfolio design and asset allocation.
-Design one module or a complete financial plan.
-Provide periodic reviews and plan updates.
-Assist with plan implementation.
-Create a step-by-step plan of action for do-it-yourselfers to implement on their own

We operate on a fee for service basis. We receive no personal benefit by recommending one product over another. We are not affiliated with a product sales company. That gives us freedom to look at many different asset classes plus college funding, retirement planning, and tax minimization techniques. It also ensures

General Information

Gender:

Male

CRD#:

133235

Firm CRD#:

133235

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Foreign Languages Serviced:

French

Education

Academic Background

BA, Economics - University of Toronto

Services

Investment Types:

Exchange Traded Funds (ETFs), Real Estate, Alternative Investments, Bonds, Mutual Funds, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner (CFP®), (Canada & US)

Securities Licenses:

Series 65

Financial Organization Memberships:

Garrett Planning Network, Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Loudoun County Chamber of Commerce

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

Compensation Methods:

Based on Assets, Flat Fee, Hourly

Fee % Based on Assets:

Hourly Rate:

180

Additional Details on Charges:

As part of the Garrett Planning Network, we provide "Hourly, As Needed Advice for the Smart Consumer". Once the fee is quoted, the final fee will not exceed that price. Fee range is typically $540 to $1980.

Prepared By:

John Vyge

Most Recent Update:

07/24/2008