Hill-Top Financial Planning offers personalized investment management and comprehensive financial planning services for individuals and high-net-worth clients. Hill-Top Financial Planning helps clients build tailored investment portfolios using passive strategies like index mutual funds and exchange-traded funds. In addition to managing investments, Hill-Top Financial Planning provides holistic financial planning that covers cash flow and debt management, college savings, employee benefits, estate planning, insurance analysis, retirement planning, risk management, and tax planning strategies, often utilizing Dave Ramsey's Baby Steps framework. Hill-Top Financial Planning operates as a registered investment advisor legally required to act in your best interest, and clients do not need a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Schedule shown is for investment management only. Hill-Top Financial Planning also offers a combined management and planning schedule at 0.50% for all asset levels.