# Danny Yu

> Danny Yu is a fee-only financial advisor at Hillcrest Wealth Advisors in Holmdel, New Jersey, who holds the CFP credential. Danny focuses on equity compensation, retirement planning and tax planning. Hillcrest Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/danny-yu/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hillcrest Wealth Advisors
- **Based in:** Holmdel, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $390.7M across 235 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 4549121 (https://adviserinfo.sec.gov/individual/summary/4549121)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://hcwadvisors.com/

## Frequently asked questions

### Is Danny Yu a fee-only financial advisor?

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

### How does Danny charge for financial advice?

Danny's firm, Hillcrest Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Danny Yu based?

Danny Yu is based in Holmdel, New Jersey.

### What does Danny specialize in?

Danny's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning.

### What credentials does Danny Yu hold?

Danny Yu holds the CFP credential.

### Is Danny Yu registered with the SEC?

Yes. Danny Yu is registered as an investment adviser representative in NJ and TX (CRD 4549121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hillcrest Wealth Advisors manage?

Hillcrest Wealth Advisors reports $390.7M across 235 accounts in assets under management.

### How do I contact Danny Yu?

Through Danny's website, hcwadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4549121): 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
- The firm's website (https://hcwadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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