Joshua Moeller
Hill Island Financial · Grand Rapids, Michigan
Joshua Moeller is a fee-only financial advisor at Hill Island Financial in Grand Rapids, Michigan. Joshua focuses on estate & legacy planning and tax planning. Hill Island Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Hill Island Financial |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $623.8M across 821 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 6929673 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | hillislandfinancial.com |
| Profile |
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Questions about Joshua
Is Joshua Moeller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Hill Island Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Hill Island Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Joshua charge?
According to Hill Island Financial's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Joshua Moeller based?
Joshua Moeller is based in Grand Rapids, Michigan.
What does Joshua specialize in?
Joshua's specialties include estate & legacy planning and tax planning. Joshua works with high earners and executives.
Is Joshua Moeller registered with the SEC?
Yes. Joshua Moeller is registered as an investment adviser representative in MI and TX (CRD 6929673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hill Island Financial manage?
Hill Island Financial reports $623.8M across 821 accounts in assets under management.
How do I contact Joshua Moeller?
Through Joshua's website, hillislandfinancial.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
- Hill Island Financial 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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