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RIA / WealthAdvisorCertified Financial Planner41 years in industry

PAUL JOSEPH HYNES

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | San Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ff2ad52-dca2-137d-152b-83ae5e8dc925

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jul 8, 1997 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Paul Joseph Hynes

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 4, 1984
First registration: Jul 8, 1997
Dual registered: no
Other names: PAUL J HYNES
IAPD individual key: 1314096

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Dec 3, 2021	n/a	yes	San Diego, CA\|LOS ANGELES, CA	Current employment
HEARTHSTONE \| PRIVATE WEALTH MANAGEMENT	Former SEC adviser	Nov 9, 2010	Dec 31, 2021	no	SAN DIEGO, CA	Previous registration
EXENCIAL WEALTH ADVISORS	Former SEC adviser	May 8, 2006	Dec 15, 2010	no	SAN DIEGO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	May 13, 2006	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HEARTHSTONE \| PRIVATE WEALTH MANAGEMENT	ASPIRIANT, LLC	Dec 31, 2021	Dec 3, 2021	-28	Firm change	RIA to RIA
EXENCIAL WEALTH ADVISORS	HEARTHSTONE \| PRIVATE WEALTH MANAGEMENT	Dec 15, 2010	Nov 9, 2010	-36	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	EXENCIAL WEALTH ADVISORS	May 13, 2006	May 8, 2006	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154890:146720:CA:2021-12-31	Dec 31, 2021	Dec 3, 2021	SAN DIEGO, CA	Firm change

Relationships

Registered with (4)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Dec 3, 2021 to presentfactForm ADV
→ HEARTHSTONE | PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 9, 2010 to Dec 31, 2021factForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
May 8, 2006 to Dec 15, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to May 13, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ff2ad52-dca2-137d-152b-83ae5e8dc925
First observed: Jul 8, 1997
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PAUL JOSEPH HYNES

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | San Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ff2ad52-dca2-137d-152b-83ae5e8dc925

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASPIRIANT, LLC

Independent wealth

Dec 3, 2021

n/a

yes

San Diego, CA|LOS ANGELES, CA

Current employment

HEARTHSTONE | PRIVATE WEALTH MANAGEMENT

Former SEC adviser

Nov 9, 2010

Dec 31, 2021

SAN DIEGO, CA

Previous registration

EXENCIAL WEALTH ADVISORS

Former SEC adviser

May 8, 2006

Dec 15, 2010

SAN DIEGO, CA

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Jul 8, 1997

May 13, 2006

SAN DIEGO, CA|SAN DIEGO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HEARTHSTONE | PRIVATE WEALTH MANAGEMENT

ASPIRIANT, LLC

Dec 31, 2021

Dec 3, 2021

-28

Firm change

RIA to RIA

EXENCIAL WEALTH ADVISORS

HEARTHSTONE | PRIVATE WEALTH MANAGEMENT

Dec 15, 2010

Nov 9, 2010

-36

Firm change after gap

Other

CITIGROUP GLOBAL MARKETS INC.

EXENCIAL WEALTH ADVISORS

May 13, 2006

May 8, 2006

-5

Firm change

Other

Team

Left

Joined

From

Kind

154890:146720:CA:2021-12-31

Dec 31, 2021

Dec 3, 2021

SAN DIEGO, CA

Firm change