Hinck Private Wealth Management

What Hinck Private Wealth Management does

Hinck Private Wealth Management, LLC is a privately held, family-controlled registered investment advisory firm headquartered in Englewood, Florida, founded by John W. Hinck in 1978. The firm delivers personalized wealth management and financial planning services across six core practice areas: retirement planning, tax management, estate planning, education funding, risk management, and asset allocation. Services are provided by a small bench of three wealth advisors (John W. Hinck, Thomas J. Hinck, and James L. Hinck) supported by an operations team, with the second generation now leading day-to-day management while the founder remains active as a wealth advisor. The firm holds CFP and CIMA (Wharton) certifications, maintains 21 combined FINRA securities registrations and 79 state licenses, and is licensed to serve clients in 32 states plus Washington DC.

The firm generates revenue through recurring advisory fees, most likely structured as a percentage of assets under management, with pricing negotiated individually with clients rather than published on a tiered schedule. Its go-to-market is relationship-led, anchored by multi-generational client relationships, a weekly "Money Talk" radio show on WENG, deep community involvement in Englewood-area institutions, and referral-driven acquisition. Securities and investment advisory services are delivered through Osaic Wealth, Inc. following a 2025 affiliation with Osaic Financial, a nationwide network supporting independent advisors; the firm remains independently owned by the Hinck family.

Customer segments include high-net-worth individuals and families, pre-retirees and retirees, business owners, endowments, trusts, retirement plans, and non-profit organizations. The technology stack is described as industry-standard financial planning and portfolio management software accessed via the Osaic Wealth platform; no proprietary technology, AI/ML capabilities, software products, or API integrations are disclosed in the source data.

Name

Hinck Private Wealth Management

Legal name

Hinck Private Wealth Management, LLC

Website

https://hinckpwm.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

1–10 employees

Short description

Hinck Private Wealth Management, LLC is a family-owned registered investment advisory firm in Englewood, Florida, delivering recurring-fee wealth management across retirement, tax, estate, education, risk, and asset allocation services to high-net-worth individuals, business owners, and institutional clients in 32 states plus DC.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Affluent / Mass-Affluent Private Banking (FSABADAC), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Financial planning services
• Retirement planning
• Estate planning
• Investment advisory

Headquarters

HQ city

Englewood

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. Wealth Management and Financial Advisory Services: The firm generates revenue through financial advisory fees, likely based on assets under management (AUM) or fee-based arrangements. Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Hinck Private Wealth Management provides personalized wealth management and financial planning services to individuals, families, business owners, and select institutions. Its core offerings span Retirement Planning, Tax Management, Estate Planning, Education Funding, Risk Management, and Asset Allocation, all delivered through CFP®- and CIMA®-certified advisors. Securities and investment advisory services are executed through Osaic Wealth, Inc., a FINRA/SIPC-registered broker-dealer.

Product overview

Hinck Private Wealth Management is a multi-generational financial planning firm offering a suite of wealth management services. Their core offerings include Retirement Planning, Tax Management, Estate Planning, Education Funding, Risk Management, and Asset Allocation services. These services are provided as integrated financial planning solutions tailored to individual client needs, rather than as discrete software products or modules. The firm serves retirees, pre-retirees, business owners, endowments, trusts, families, and non-profit organizations through personalized advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Comprehensive retirement planning services designed to help clients build and implement strategies for achieving their desired retirement lifestyle, whether retirement is just around the corner or well down the road. Targeted at individuals, pre-retirees, and retirees.
• Tax Management Tax planning and management services designed to position client portfolios to help reduce tax burden through strategic asset allocation and investment strategies. Targeted at individuals, families, and business owners.
• Estate Planning Estate planning services to help ensure client wishes are met while seeking to reduce tax and debt burdens to heirs. Targeted at individuals, families, and multi-generational households.
• Education Funding Planning services to help clients grow savings and take advantage of education funding opportunities for children and grandchildren. Targeted at families saving for education expenses.
• Risk Management Risk analysis and mitigation services to help protect client wealth from potential losses due to natural disasters, financial downturns, or unexpected events. Targeted at individuals, families, and business owners.
• Asset Allocation Investment strategy services to determine appropriate asset mix, diversify portfolios, mitigate risks, and optimize investment returns. Securities are executed through Osaic Wealth, Inc. (member FINRA/SIPC). Targeted at individuals, families, business owners, and institutional clients.

Quantifiable outcome

• 58-60% of Americans are not prepared for retirement
• +2 more outcomes

Segments6 records

Ideal customer profiles5 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.

• Osaic Financial (Osaic Wealth, Inc.)coreStrategic or Co-development Partner · 1 January 2025In 2025, Hinck Private Wealth Management partnered with Osaic Financial, a nationwide network of independent financial advisors. Osaic provides business solutions, support, tools, and resources to help Hinck serve clients better. Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Focus Financial Partners: Partnership model platform supporting independent wealth management firms with infrastructure, capital, and resources. Relevant as both a potential consolidator of small RIAs like Hinck and as a parallel partnership-affiliation model.
• Ameriprise Financial: Diversified financial services company with a large franchise of independent financial advisors serving HNW and mass-affluent clients with retirement, estate, and tax planning. Comparable service mix and advisor-led delivery.
• Edward Jones: Large national broker-dealer and RIA serving mass-affluent and HNW clients through a branch-based, relationship-driven model. Highly comparable to Hinck's geographic reach, HNW focus, and advisor-led service model, though at vastly greater scale.
• Robert W. Baird: Diversified wealth management and investment bank with a strong private wealth management practice serving HNW individuals and families. Comparable in retirement planning, estate planning, and asset allocation offerings.

Direct peers

• Cerity Partners: Wealth management and advisory firm focused on HNW individuals, families, business owners, and institutions with comprehensive financial planning. Directly comparable multi-segment client base and integrated advisory approach.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting independent financial advisors with practice management, technology, and compliance. Closely parallel to Hinck's Osaic-affiliated independent advisor model serving HNW clients.
• Steward Partners: Independent wealth management firm serving HNW families with comprehensive financial planning; operates a partnership model similar to Hinck's Osaic affiliation. Directly comparable advisor-led model and client segments.
• Fisher Investments: Independent investment management firm serving HNW clients with discretionary portfolio management and retirement planning. Comparable in HNW focus and investment advisory model, with larger AUM.
• Mariner Wealth Advisors: National independent RIA platform offering holistic financial planning, investment management, estate, and tax advisory services to HNW clients. Closely comparable in service mix and client profile; significantly larger and PE-backed.
• Creative Planning: Large independent RIA offering comprehensive wealth management, retirement, tax, and estate planning to HNW individuals and families. Comparable service offerings and client segments, though at much greater scale and with proprietary technology.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hinck-private-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Hinck Private Wealth Management