Hill-Top Financial Planning (HTFP) manages investment portfolios and provides financial planning. Financial planning covers cash flow, retirement, college savings, insurance, estate, and tax planning. HTFP uses Dave Ramsey's Baby Steps as a framework. Clients receive a detailed financial plan designed to achieve their goals. HTFP also offers ongoing monitoring and annual reviews of the plan.
Assets Under Management$2.8M
Clients6
Advisors1
Avg. per Client$470K
Avg. per Advisor$2.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
These fees are for investment management services only. HTFP also offers combined investment management and financial planning services at 0.50% on all assets with a $600 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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