# Andrew Price

> Andrew Price is a fee-only financial advisor at Hillcrest Financial Group in Thousand Oaks, California. Hillcrest Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-price/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hillcrest Financial Group
- **Based in:** Thousand Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $567.8M across 1,100 accounts
- **CRD:** 6146111 (https://adviserinfo.sec.gov/individual/summary/6146111)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2013), Series 66 (2018)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.hillcrestfinancialgroup.com

## Frequently asked questions

### Is Andrew Price a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Hillcrest Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Hillcrest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Andrew Price based?

Andrew Price is based in Thousand Oaks, California.

### Is Andrew Price registered with the SEC?

Yes. Andrew Price is registered as an investment adviser representative in CA (CRD 6146111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hillcrest Financial Group manage?

Hillcrest Financial Group reports $567.8M across 1,100 accounts in assets under management.

### How do I contact Andrew Price?

Through Andrew's website, www.hillcrestfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6146111): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.