Firm
Hillcrest Wealth Advisors
Holmdel, New Jersey
Fee-only
Hillcrest Wealth Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 62 individual clients, 56 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 235 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Holmdel, New Jersey |
|---|---|
| Website | hcwadvisors.com |
| Phone | (732) 837-4455 |
Hillcrest Wealth Advisors fees
Hillcrest Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $391 million |
| Individual clients | 6 |
| High-net-worth clients | 56 |
| Accounts managed | 235 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-71316) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 126818 |