Hilton Kelly
Tall Trees Wealth · Portsmouth, New Hampshire
Hilton Kelly is a fee-only financial advisor at Tall Trees Wealth in Portsmouth, New Hampshire. Hilton focuses on estate & legacy planning, retirement planning and crypto & digital assets. Tall Trees Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Hilton →
Specialties
Who they serve
- Multi-generational families
- Pre-retirees
Facts
| Firm | Tall Trees Wealth |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $96.0M across 480 accounts |
| SEC registration | Investment adviser representative in LA, MA, ME, NH, TX · CRD 4303042 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.talltreeswealth.com |
| Profile |
How Hilton's firm compares
- Tall Trees Wealth's average account is about $200,000, from its Form ADV (assets managed divided by 480 accounts).
Request an introduction to Hilton
Tell Hilton a little about what you're looking for. Hilton isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hilton
Is Hilton Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hilton holds no broker registration, and Tall Trees Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hilton charge for financial advice?
Hilton's firm, Tall Trees Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Hilton Kelly based?
Hilton Kelly is based in Portsmouth, New Hampshire.
What does Hilton specialize in?
Hilton's specialties include estate & legacy planning, retirement planning, crypto & digital assets and family wealth transfer. Hilton works with multi-generational families and pre-retirees.
Is Hilton Kelly registered with the SEC?
Yes. Hilton Kelly is registered as an investment adviser representative in LA, MA, ME, NH and TX (CRD 4303042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tall Trees Wealth manage?
Tall Trees Wealth reports $96.0M across 480 accounts in assets under management.
How do I contact Hilton Kelly?
Through Hilton's website, www.talltreeswealth.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
- Tall Trees Wealth 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.
See something wrong? Request a correction. Read our methodology.