Russell Eriksen
Hilltop Wealth Advisors · Chapel Hill, North Carolina
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.
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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, TX · CRD 4750709 |
| Exams passed | Series 66 (2004) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hilltopwa.com |
How Russell'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 Russell
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.
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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