HINCHLEY ADVISORY GROUP, LLC
SEC RegisteredA Financial Partner You Can Count On
About the firm
Hinchley & Company is a one-stop shop for achieving greater financial health, focusing on meeting the tax and financial needs of high-income professionals. As a registered investment advisor, Hinchley Advisory Group acts as a fiduciary for clients, and as a CPA firm is held to the AICPA Code of Professional Conduct. The firm pairs decades of experience with the latest in financial technology to analyze financial performance and assist with tax mitigation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment planning, insurance protection, tax planning, estate and legal planning, and debt analysis and management
Who they serve
High-income professionals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 231 | $66M |
| High Net Worth Individuals | 65 | $127M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $50,000 or less | 2.00% |
| $50,001 to $100,000 | 1.50% |
| $100,001 to $250,000 | 1.00% |
| $250,001 to $500,000 | 0.75% |
| More than $500,000 | 0.50% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HINCHLEY ADVISORY GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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