# David Wise

> David Wise is a fee-only financial advisor at Hilltop Wealth Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Hilltop Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hilltop Wealth Advisors
- **Based in:** Chapel Hill, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $635.5M across 1,968 accounts
- **Credentials:** CFP
- **CRD:** 5677815 (https://adviserinfo.sec.gov/individual/summary/5677815)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 66 (2011)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.hilltopwa.com/

## Frequently asked questions

### Is David Wise a fee-only financial advisor?

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

### How does David charge for financial advice?

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

### Where is David Wise based?

David Wise is based in Chapel Hill, North Carolina.

### What credentials does David Wise hold?

David Wise holds the CFP credential.

### Is David Wise registered with the SEC?

Yes. David Wise is registered as an investment adviser representative in NC (CRD 5677815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hilltop Wealth Advisors manage?

Hilltop Wealth Advisors reports $635.5M across 1,968 accounts in assets under management.

### How do I contact David Wise?

Through David's website, www.hilltopwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5677815): 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.