AdFi
HF

HINDS FINANCIAL GROUP INC

SEC Registered

Helping Clients Make Informed Decisions

LAKEWOOD, COhttps://cccandc.com303-985-9889
Assets Under Management
$500M–$1B
Employees
10
Office Locations
1 office
Total Accounts
629

About the firm

CC Coaching and Consulting is a research-driven financial advisory firm that has been assisting investors for more than 40 years. The firm offers goal-based financial planning and corporate retirement plan solutions, with advisors who have the freedom to offer products from a variety of sources.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Financial AdvisoryWealth ManagementRetirement PlanningInvestment ManagementTax PlanningCorporate 401(k)403b457ERISAColorado Secure Savings ProgramGroup Annuities+3 more

Services

Personal Financial Coaching System (goal-based financial planning), Corporate Retirement Plan Solution (including Corporate 401(k), 403B, 457, Colorado Secure Savings Program, Group Annuities, ERISA compliance, Tax Planning, Retirement Planning), Investment Management, Tax Planning, Retirement Planning, and Annuities for individuals and families.

financial_planning

Who they serve

Small and medium businesses, individuals and families, and advisors.

Client segmentClientsAssets managed
Individuals (Non-HNW)162$71M
High Net Worth Individuals136$466M

0 total clients reported on Form ADV.

Leadership

Cynthia Kelley Hinds
PRESIDENT
Jonathan Russell Kelley
VICE PRESIDENT/TREASURER
Sarah Lynn Budacki
DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CO
LAKEWOODHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#129971
SEC Number
801-62684
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $100,000 (waivable)
Asset tierAnnual rate
First $500,0001.40%
Next $500,0001.14%
$1,000,000 – $1,500,0000.92%
$1,500,000+0.76%

Data as of December 2, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HINDS FINANCIAL GROUP INC 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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HINDS FINANCIAL GROUP INC in LAKEWOOD, CO | AdvisorFinder