# Caroline Friedrich

> Caroline Friedrich is a fee-only financial advisor at Hillvale Wealth Management, LLC in Knoxville, Tennessee, who holds the CFP and CPA credentials. Caroline charges a percentage of assets.

Page: https://find.wellspent.co/advisors/caroline-friedrich/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Hillvale Wealth Management, LLC
- **Based in:** Knoxville, Tennessee
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.0M across 166 accounts
- **Credentials:** CFP, CPA
- **CRD:** 7186913 (https://adviserinfo.sec.gov/individual/summary/7186913)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://hillvalewealth.com

## Frequently asked questions

### Is Caroline Friedrich a fee-only financial advisor?

Yes. Caroline Friedrich is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Caroline's firm.

### How does Caroline charge for financial advice?

Caroline charges a percentage of assets.

### Where is Caroline Friedrich based?

Caroline Friedrich is based in Knoxville, Tennessee.

### What credentials does Caroline Friedrich hold?

Caroline Friedrich holds the CFP and CPA credentials.

### Is Caroline Friedrich registered with the SEC?

Yes. Caroline Friedrich is registered as an investment adviser representative in TN (CRD 7186913), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Hillvale Wealth Management, LLC manage?

Hillvale Wealth Management, LLC reports $36.0M across 166 accounts in assets under management.

### How do I contact Caroline Friedrich?

Through Caroline's website, hillvalewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/caroline-friedrich-83550): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.hillvalewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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