Hilltop Planning

Overview

Hilltop Planning operates as a small, individual-owned limited liability company that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and the business appears oriented toward fee-for-service planning alongside ongoing asset management. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity. Reported asset allocation indicates a conservative posture: a large share of client assets are held in cash and cash equivalents, suggesting emphasis on liquidity, short-term reserve management, or holdings awaiting deployment.

Assets & Accounts

Investments & Alternatives

Location & Offices