Stephen Neubig
Hilltop Wealth Advisors · Chapel Hill, North Carolina
Stephen Neubig is a fee-only financial advisor at Hilltop Wealth Advisors in Chapel Hill, North Carolina, who holds the CFP credential. 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 |
| SEC registration | Investment adviser representative in NC · CRD 7440367 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hilltopwa.com |
How Stephen'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 Stephen
Is Stephen Neubig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Hilltop Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Neubig based?
Stephen Neubig is based in Chapel Hill, North Carolina.
What credentials does Stephen Neubig hold?
Stephen Neubig holds the CFP credential.
Is Stephen Neubig registered with the SEC?
Yes. Stephen Neubig is registered as an investment adviser representative in NC (CRD 7440367), 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 Stephen Neubig?
Through Stephen'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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