BH
BH

Brian Hilker

5 Years of Experience
Bolivia, NC
Sells Insurance

Brian Hilker is a registered investment advisor at Coastal Carolina Financial Partners LLC, based in Bolivia, NC, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $250K0.80%
$250K - $1.0M0.60%
$1M+0.40%

Fees are not negotiable.

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

Bolivia, NC

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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 ActivitiesSells Insurance

Brian holds an insurance license in North Carolina to offer life insurance and annuities to clients as part of their financial plans. The filing does not specify how much time Brian spends on this activity.

Employment History
Current Registrations
Coastal Carolina Financial Partners LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Fba Wealth Management, LLC
April 2021 - December 2024 · 3 yrs 8 mos
Pruco Securities, LLC.Broker
October 2020 - April 2021 · 6 mos
State Registrations2 states
NCPA
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.
Brian Hilker - Financial Advisor | TrueAdvisor