Caroline Friedrich
Hillvale Wealth Management, LLC · Knoxville, Tennessee
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.
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Facts
| Firm | Hillvale Wealth Management, LLC |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 166 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TN · CRD 7186913 |
| Exams passed | Series 63 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | hillvalewealth.com |
| Profile |
How Caroline's firm compares
- Hillvale Wealth Management, LLC's average account is about $217,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Caroline
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Hillvale Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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