Hilton Financial Group, LLC

Fixed/Hourly

Hilton Financial Group (HFG) is a fee-only registered investment advisor offering financial planning and coaching services. HFG provides clients with financial planning services, including investment, retirement, estate, and tax planning. HFG also offers a 16-week mentorship program and consulting services on a limited basis.

Assets Under ManagementN/A
Clients7
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

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

1 Advisors at this firm