Mackenzie Bell
Hilltop Wealth Advisors · Chapel Hill, North Carolina
Mackenzie Bell is a fee-only financial advisor at Hilltop Wealth Advisors in Chapel Hill, North Carolina, who holds the CFP and ChFC credentials. Hilltop Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Hilltop Wealth Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $635.5M across 1,968 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC · CRD 6955861 |
| Exams passed | Series 63 (2021) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hilltopwa.com |
How Mackenzie's firm compares
- Hilltop Wealth Advisors's average account is about $323,000, from its Form ADV (assets managed divided by 1,968 accounts).
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Questions about Mackenzie
Is Mackenzie Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mackenzie holds no broker registration, and Hilltop Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mackenzie charge for financial advice?
Mackenzie's firm, Hilltop Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mackenzie Bell based?
Mackenzie Bell is based in Chapel Hill, North Carolina.
What credentials does Mackenzie Bell hold?
Mackenzie Bell holds the CFP and ChFC credentials.
Is Mackenzie Bell registered with the SEC?
Yes. Mackenzie Bell is registered as an investment adviser representative in NC (CRD 6955861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hilltop Wealth Advisors manage?
Hilltop Wealth Advisors reports $635.5M across 1,968 accounts in assets under management.
How do I contact Mackenzie Bell?
Through Mackenzie's website, www.hilltopwa.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
- 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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