David Hillner
David Hillner is a CFA, CFP-designated registered investment advisor at Kindred Peak Wealth Management LLC, based in San Antonio, TX, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable. Philanthropic institutions have a separate fee schedule with lower rates for balances over $1M.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Kindred Peak Wealth Management LLC
Previous Registrations
Private Wealth Asset Management
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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
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