David Wise
Hilltop Wealth Advisors · Chapel Hill, North Carolina
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.
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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 | $635.5M across 1,968 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5677815 |
| Exams passed | Series 66 (2011) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hilltopwa.com |
How David's firm compares
- Hilltop Wealth Advisors's average account is about $323,000, from its Form ADV (assets managed divided by 1,968 accounts).
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Questions about David
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.
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
- 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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