Don Hilario
Hilpan Moxie Wealth Management · Irvine, California
Don Hilario is a fee-only financial advisor at Hilpan Moxie Wealth Management in Irvine, California, who holds the CFP credential. Don charges a percentage of assets and a flat fee or retainer and focuses on equity compensation, tax planning and retirement planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Hilpan Moxie Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $100.4M across 264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 5038289 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | hilpanmoxiewm.com |
| Profile |
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Questions about Don
Is Don Hilario a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Don holds no broker registration, and Hilpan Moxie Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Don charge for financial advice?
Don charges a percentage of assets and a flat fee or retainer.
Where is Don Hilario based?
Don Hilario is based in Irvine, California.
What does Don specialize in?
Don's specialties include equity compensation, tax planning, retirement planning and estate & legacy planning. Don works with tech employees.
What credentials does Don Hilario hold?
Don Hilario holds the CFP credential.
Is Don Hilario registered with the SEC?
Yes. Don Hilario is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 5038289), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Hilpan Moxie Wealth Management manage?
Hilpan Moxie Wealth Management reports $100.4M across 264 accounts in assets under management.
How do I contact Don Hilario?
Through Don's website, hilpanmoxiewm.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
- Hilpan Moxie Wealth Management 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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