Hilltop Financial Advisors
Wauwatosa, Wisconsin
Hilltop Financial Advisors at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 66 individual clients, 7 of them high net worth.
- Its average account is about $111,000 (assets it manages divided by its 220 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Wauwatosa, Wisconsin |
|---|---|
| Website | hilltopfa.com |
| [email protected] | |
| Phone | (414) 944-1867 |
Questions about Hilltop Financial Advisors
How is Hilltop Financial Advisors paid?
Hilltop Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hilltop Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hilltop Financial Advisors.
What is the average account at Hilltop Financial Advisors?
Hilltop Financial Advisors's average account is about $111,000. That's the assets on its Form ADV divided by its 220 accounts.
What does Hilltop Financial Advisors specialize in?
Hilltop Financial Advisors's advisors and website list student loans and retirement planning.
Hilltop Financial Advisors fees
Hilltop Financial 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 | $25 million |
| Individual clients | 59 |
| High-net-worth clients | 7 |
| Accounts managed | 220 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 274030 |
Advisors at this firm (1)
Other fee-only firms in Wisconsin
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