Jeffrey Morneault
Hilltop Planning · Austin, Texas
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.
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Facts
| Firm | Hilltop Planning |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.7M across 10 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in TX · CRD 7422012 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffrey's firm compares
- Hilltop Planning's average account is about $172,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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