Jeffrey Morneault is a CFP-designated registered investment advisor at Hilltop Planning, based in Austin, TX, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Contact
Jeffrey Morneault
Location
Austin, 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
Hilltop Planning
Previous Registrations
Optas, LLC
Tcg Advisors, LLC a HUB International Company
Tcg Advisors
State Registrations1 state
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