Lily Hsieh
HC Advisors · Sandy Springs, Georgia
Lily Hsieh is a fee-only financial advisor at HC Advisors in Sandy Springs, Georgia. Lily charges a percentage of assets and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Who they serve
- Ultra high net worth
- Executives
- Founders
Facts
| Firm | HC Advisors |
|---|---|
| Based in | Sandy Springs, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $500.2M across 792 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4920024 |
| Exams passed | Series 63 (2005) · Series 65 (2018) · Series 66 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hc-adv.com |
Request an introduction to Lily
Tell Lily a little about what you're looking for. Lily 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 Lily
Is Lily Hsieh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lily holds no broker registration, and HC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lily charge for financial advice?
Lily charges a percentage of assets.
Where is Lily Hsieh based?
Lily Hsieh is based in Sandy Springs, Georgia.
What does Lily specialize in?
Lily's specialties include estate & legacy planning, retirement planning and tax planning. Lily works with ultra high net worth, executives and founders.
Is Lily Hsieh registered with the SEC?
Yes. Lily Hsieh is registered as an investment adviser representative in GA (CRD 4920024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HC Advisors manage?
HC Advisors reports $500.2M across 792 accounts in assets under management.
How do I contact Lily Hsieh?
Through Lily's website, www.hc-adv.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
- HC Advisors 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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