BB
CFP
BB
CFP

Brittany Brinckerhoff

8 Years of Experience
Chapel Hill, NC

Brittany Brinckerhoff is a CFP-designated registered investment advisor at Hilltop Wealth Advisors, LLC, based in Chapel Hill, NC, with 8 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 588 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
588 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$635.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $10.0M0.70%
$10M+0.45%

Fees are negotiable. Investment management fees charged in connection with Wealth Management Services are subject to a minimum annual fee of $15,000, applied in quarterly installments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

BB
Brittany Brinckerhoff

Location

6340 Quadrangle Drive, Suite 100, Chapel Hill, NC, 27517

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brittany is an Education Director, NexGen Director, and Chapter President at FPA of the Triangle, a professional organization for financial planning professionals. She dedicates a few hours per week to this role.

Employment History
Current Registrations
Hilltop Wealth Advisors, LLC
February 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
September 2014 - May 2016 · 1 yr 8 mos
State Registrations1 state
NC
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.
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Contact
Brittany Brinckerhoff