Hillvale Wealth Management, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 49 individual clients, 9 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 166 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Knoxville, Tennessee |
|---|---|
| Website | hillvalewealth.com |
Questions about Hillvale Wealth Management, LLC
How is Hillvale Wealth Management, LLC paid?
Hillvale Wealth Management, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Hillvale Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hillvale Wealth Management, LLC.
What is the average account at Hillvale Wealth Management, LLC?
Hillvale Wealth Management, LLC's average account is about $217,000. That's the assets on its Form ADV divided by its 166 accounts.
Is Hillvale Wealth Management, LLC accepting new clients?
Yes, according to Hillvale Wealth Management, LLC's website, checked October 28, 2026.
Hillvale Wealth Management, LLC fees
Hillvale Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $36 million |
| Individual clients | 40 |
| High-net-worth clients | 9 |
| Accounts managed | 166 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 12, 2026 |
| SEC record | CRD 332049 |