# Russell Eriksen

> Russell Eriksen 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.

Page: https://find.wellspent.co/advisors/russell-eriksen/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $635.5M across 1,968 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 4750709 (https://adviserinfo.sec.gov/individual/summary/4750709)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.hilltopwa.com/

## Frequently asked questions

### Is Russell Eriksen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Russell 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 Russell charge for financial advice?

Russell's firm, Hilltop Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Russell Eriksen based?

Russell Eriksen is based in Chapel Hill, North Carolina.

### What credentials does Russell Eriksen hold?

Russell Eriksen holds the CFP and ChFC credentials.

### Is Russell Eriksen registered with the SEC?

Yes. Russell Eriksen is registered as an investment adviser representative in NC and TX (CRD 4750709), 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 Russell Eriksen?

Through Russell's website, www.hilltopwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4750709): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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