Hill-Top Financial Planning, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients, 1 of them high net worth.
- Its average account is about $106,000 (assets it manages divided by its 31 accounts).
- Its ongoing planning fee starts at $2,100 a year, below the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | hilltopfp.com |
| [email protected] | |
| Phone | (816) 237-8584 |
Questions about Hill-Top Financial Planning, LLC
How much does Hill-Top Financial Planning, LLC charge?
Hill-Top Financial Planning, LLC publishes these prices: ongoing planning: from $2,100 a year; one-time plan: from $1,500; asset-based fee: 0.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Hill-Top Financial Planning, LLC paid?
Hill-Top Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Hill-Top Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hill-Top Financial Planning, LLC.
What is the average account at Hill-Top Financial Planning, LLC?
Hill-Top Financial Planning, LLC's average account is about $106,000. That's the assets on its Form ADV divided by its 31 accounts.
Is Hill-Top Financial Planning, LLC accepting new clients?
Yes, according to Hill-Top Financial Planning, LLC's website, checked October 28, 2026.
Hill-Top Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starts at $175 per month. Singles start at $175 per month." source
"Starts at $1,500: Ranges from $1,500 and up" source
"$0 and up (Minimum $600 Annually) 0.50%" source
"for clients who want investment management, we charge a transparent percentage of assets under management (AUM)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 5 |
| High-net-worth clients | 1 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 296862 |