# Jeffrey Morneault

> Jeffrey Morneault is a fee-only financial advisor at Hilltop Planning in Austin, Texas, who holds the CFP, EA and RICP credentials. Hilltop Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-morneault/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Hilltop Planning
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.7M across 10 accounts
- **Credentials:** CFP, EA, RICP
- **CRD:** 7422012 (https://adviserinfo.sec.gov/individual/summary/7422012)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jeffrey Morneault a fee-only financial advisor?

Yes. Jeffrey Morneault is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Hilltop Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Morneault based?

Jeffrey Morneault is based in Austin, Texas.

### What credentials does Jeffrey Morneault hold?

Jeffrey Morneault holds the CFP, EA and RICP credentials.

### Is Jeffrey Morneault registered with the SEC?

Yes. Jeffrey Morneault is registered as an investment adviser representative in TX (CRD 7422012), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Hilltop Planning manage?

Hilltop Planning reports $1.7M across 10 accounts in assets under management.

### How do I contact Jeffrey Morneault?

Contact details aren't on file yet. Search for Hilltop Planning.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52355): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.