Kindred Peak Wealth Management is a fee-only registered investment advisor located in San Antonio, Texas, founded in 2025 by David Hillner. The firm provides personalized investment management and financial planning services for individuals, high net-worth individuals, charitable organizations, and retirement plans. Investment strategies are built upon Modern Portfolio Theory, fundamental analysis, and asset allocation, utilizing stocks, bonds, mutual funds, exchange-traded funds, and separately managed accounts. Financial planning covers a broad range of topics including retirement, tax strategies, estate planning, cash flow, insurance, and business consulting. Kindred Peak Wealth Management does not have an account minimum requirement and operates as a fiduciary, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable. Philanthropic institutions have a separate fee schedule with lower rates for balances over $1M.