Firm
Hilltop Wealth Advisors
Chapel Hill, North Carolina
Fee-only
Hilltop Wealth Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 10 advisors are listed here; 8 of 10 hold the CFP.
- Its Form ADV reports 18 employees and 586 individual clients, 245 of them high net worth.
- Its average account is about $323,000 (assets it manages divided by its 1,968 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | hilltopwealthadvisors.com |
| [email protected] | |
| Phone | (919) 401-1500 |
Hilltop Wealth Advisors 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $1.5 million (1.00% Annual Fee)" source
"designed for individuals and families with $1 million+ in investable assets" source
"Your planning and investment fee is a percentage of the accounts we manage." 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 | $636 million |
| Individual clients | 341 |
| High-net-worth clients | 245 |
| Accounts managed | 1,968 |
| Employees | 18 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-107408) |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 283014 |