EH
CFP
EH
CFP

Erin Hilton

24 Years of Experience
Austin, TX

Erin Hilton is a CFP-designated registered investment advisor at Hilton Financial Group, LLC, based in Austin, TX, with 24 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 7 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Maintenance Wealth Coaching is available after the 16-week Premium Mentorship Program for $450-$750 per quarter. This includes tracking goals, investment monitoring, continued support, running simulations, and individualized guidance. A minimum of three months is required.

  • Premium Financial Coaching Service (16-week mentorship program) — $4,500 - $7,500, depending on complexity, in-person vs. phone meetings, and whether working with one or two clients.
  • Consulting Services — $350 per hour.
  • Project-based financial planning — $250 - $1,000 per project, depending on complexity.
Annual Retainer:$1,800 - $3,000/year
One-Time Plan:$250 - $7,500
Hourly Rate:$350/hr
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Erin volunteers with the National Alliance for Mental Illness (NAMI) since 2015. This requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Hilton Financial Group, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Hilton Financial Group, LLC
October 2016 - December 2020 · 4 yrs 2 mos
Park Avenue Securities LLC
February 2015 - June 2016 · 1 yr 4 mos
Park Avenue Securities LLCBroker
January 2015 - June 2016 · 1 yr 5 mos
Eagle Strategies LLC
October 2013 - January 2015 · 1 yr 3 mos
Nylife Securities LLCBroker
July 2013 - January 2015 · 1 yr 6 mos
Strategic Advisers, INC.
January 2008 - July 2011 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
January 2008 - July 2011 · 3 yrs 6 mos
MML Investors Services, INC.
May 2007 - November 2007 · 6 mos
MML Investors Services, INC.Broker
May 2007 - November 2007 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2005 - May 2007 · 1 yr 7 mos
Hilton Financial Group, LLC
October 2005 - May 2007 · 1 yr 7 mos
Ameritas Investment CORP
September 2004 - June 2005 · 9 mos
Ameritas Investment CORP.Broker
September 2004 - June 2005 · 9 mos
VALIC Financial Advisors, INC.
July 2001 - July 2004 · 3 yrs
VALIC Financial Advisors, INC.Broker
October 1999 - July 2004 · 4 yrs 9 mos
The Variable Annuity Marketing CompanyBroker
October 1999 - December 2001 · 2 yrs 2 mos
Safeco Securities, INC.Broker
September 1998 - July 1999 · 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.