HILLEBRAND FINANCIAL PLANNING LLC

HILLEBRAND FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 133235). Regulatory assets under management: $59.1M.

Registration

• CRD: 133235
• Type: Registered investment adviser
• Phone: 703-723-5979
• Latest filing: 2026-04-28
• Regulatory AUM: $59.1M
• Discretionary AUM: $42.9M
• Non-discretionary AUM: $16.1M
• Clients: 1
• Accounts: 174

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133235 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search