Hill-Top Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 296862
- Website
- www.hilltopfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.64%
- Individuals41.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hill-Top Financial Planning, LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as a capital allocator or a multi-state advisory platform. It reports no active ESG investing program and is not set up as a pension consultant or related adviser. Advisory activity centers on personalized planning and discretionary portfolio management rather than institutional mandate work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Kyle Hill
Financial AdvisorCRD 6486538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations