Hinton Financial

Name

Hinton Financial

Legal name

Hinton Financial LLC

Website

https://hintonfinancial.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Finance Services (6199)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Fee-Only Advisory (FSAEAAAL), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial planning services
• Retirement planning
• Wealth management
• Asset allocation
• Tax strategy services

Headquarters

HQ city

Bowling Green

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Hinton Financial offers financial planning services including asset allocation, retirement planning, tax strategies, and wealth management. Revenue is generated through advisory fees, likely fee-based or assets under management (AUM) model, as they partner with Gradient Investments for portfolio management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Hinton Financial is a boutique financial planning firm that delivers personalized wealth management, retirement planning, asset allocation, tax strategy, and insurance services to individual and family clients in Kentucky and Tennessee. Its offering is built around scheduled advisory engagements (discovery meetings, portfolio reviews, plan reviews, and Client Experience Meetings) supported by two proprietary tools: the Generational Vault client portal for 24/7 account and document access, and the Color of Money Risk Analysis for risk-preference assessment. Portfolio management is executed through a strategic alliance with Gradient Investments, LLC, whose CFA charterholder portfolio managers manage client assets on a referred basis.

Product overview

Hinton Financial offers a suite of financial planning services organized around their proprietary tools and core advisory offerings. The firm operates two main proprietary products: Generational Vault, a 24/7/365 client portal for account access and document management, and the Color of Money Risk Analysis, an interactive assessment tool that generates risk preference scores. These tools support their core advisory services including Asset Allocation & Risk management, New Generation Retirement planning, Empowering Women (Pieces of the Future), Retirement Strategy & Risk, and Tax Strategies. The offering is a service-based model without a unified software platform—clients access services through the Generational Vault portal and risk analysis tool.

Differentiator

Problem solved

Functional benefit

Products and services

• Generational Vault A proprietary client portal providing 24/7/365 access to client accounts and important financial documents in one centralized location. Available to Hinton Financial clients to organize and safeguard their most important financial documents.
• Color of Money Risk Analysis An interactive risk-preference assessment tool that evaluates a client's financial picture and risk preferences and outputs a Color of Money score, serving as a first step on the road to retirement planning for prospective clients.
• Asset Allocation & Risk Investment strategy service that spreads client investments across different asset classes (stocks, bonds, cash) to balance potential returns with the client's comfort level around risk, aligning portfolios with client goals and risk tolerance.
• New Generation Retirement Retirement planning approach that redefines the traditional path by blending flexibility, purpose, and financial independence for modern retirees seeking active, fulfillment-oriented lifestyles.
• Empowering Women (Pieces of the Future) Financial empowerment program that fosters independence and informed decision-making for women, providing tools, education, and support to help women take control of their financial futures.
• Retirement Strategy & Risk Strategic retirement planning service addressing market volatility, healthcare costs, and longevity risks to help clients achieve secure and sustainable retirement outcomes.
• Tax Strategies Strategic tax planning service using retirement accounts, charitable giving, and income timing to optimize tax efficiency and help clients retain more of their earnings.
• Insurance Products and Services Insurance products and services offered through Hinton Financial LLC, an affiliated company, complementing the firm's investment advisory offerings.
• Wealth Transfer / Estate Planning Service focused on helping families preserve their estates through thoughtful wealth transfer strategies, supporting multi-generational wealth planning.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Gradient Investments, LLCcoreTechnology or IntegrationHinton Financial has a strategic alliance with Gradient Investments, LLC for portfolio management services. Gradient Investments provides CFA® charterholder portfolio managers including Michael Binger (President), Keith Gangl (Senior Portfolio Manager), Tyler Ellegard (Portfolio Manager), and Kyle Bergacker (Portfolio Manager). Hinton Financial refers clients to Gradient Investments for asset allocation and investment management. The disclosure notes a conflict of interest as the investment advisor receives a portion of the annual management fee based on assets under management.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Others

• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors. Provides back-office, technology, and compliance infrastructure that Hinton-style boutique practices commonly rely on, making it an ecosystem peer rather than direct competitor.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors. Relevant as a custodian, technology, and practice-management peer underpinning many small boutique advisory firms comparable to Hinton.
• Cetera Financial Group: Independent advisor-focused financial services firm supporting RIAs and broker-dealer advisors with practice management, technology, and custodial relationships. A platform peer relevant to how a firm like Hinton could scale or transition.

Emerging players

• Facet Wealth: Digital-first RIA delivering flat-fee comprehensive financial planning to mass-affluent clients nationally. Competes with Hinton for the same target segment but via a remote, tech-enabled delivery model rather than local boutique service.

Broad incumbents

• Carson Group: RIA support platform and wealth management firm serving financial advisors and their clients. Comparable in holistic financial planning services and has a strong history of acquiring and partnering with boutique advisory firms like Hinton.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, and tax services to individuals and families. Comparable in service mix and has been an active aggregator of smaller advisory firms with similar profiles to Hinton.
• Edelman Financial Engines: National RIA combining advisor-led and digital planning for mass-affluent households. Overlaps with Hinton on retirement planning, asset allocation, and goals-based advice, but at materially greater scale and with proprietary planning technology.
• Fisher Investments: Large RIA primarily focused on discretionary portfolio management for retail and HNW clients. Comparable in serving individual investors seeking active asset allocation and retirement-focused wealth management, though at far greater scale.
• Creative Planning: Large independent RIA offering comprehensive wealth management, retirement planning, and tax strategy to mass-affluent and HNW clients. Comparable in service breadth but operates at vastly greater scale and geographic reach than Hinton.

Direct peers

• Ronald Blue Trust: Faith-based, comprehensive financial planning firm offering investment, retirement, tax, and estate planning to individuals and families. Closely comparable to Hinton on values alignment (Christian worldview), boutique service model, and holistic planning focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/hintonfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hinton Financial