Danny Yu
Hillcrest Wealth Advisors · Holmdel, New Jersey
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.
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Specialties
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 | $390.7M across 235 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4549121 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | hcwadvisors.com |
How Danny's firm compares
- Hillcrest Wealth Advisors's average account is about $1.7 million, from its Form ADV (assets managed divided by 235 accounts).
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Questions about Danny
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Hillcrest Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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