HB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
43 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$58.9M
Fee Structure
Financial Planning:Investment management only
Hilary Bergman does not receive any investment advisory compensation.
Areas of Practice
Investment Management
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Advisor Information
Office location
15150 Preston Road, Suite 300, Dallas, TX, 75248
Get directionsRegulatory History
Clean regulatory record
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 →Other Business ActivitiesSells Insurance
Hilary is the CEO of Pelion Financial Group and its subsidiaries, including First Liberties Financial, Pelion Investment Advisors, and Senior Vice President of Pelion Insurance Agency. She also works with Tricom Partners LLC and acts as a consultant for Carver Edison, Inc.
Employment History
Current Registrations
Carver Edison Capital, LLC
November 2022 - Present · 3 yrs 2 mos
Carver Edison Capital, LLCBroker
November 2022 - Present · 3 yrs 2 mos
Pelion Investment Advisors, INC.
January 2019 - Present · 7 yrs
First Liberties FinancialBroker
March 2010 - Present · 15 yrs 10 mos
Previous Registrations
Acgm, INC.Broker
November 2011 - September 2012 · 10 mos
Kcd Financial, INC.
November 2008 - January 2009 · 2 mos
Kcd Financial, INC. Broker
October 2008 - January 2009 · 3 mos
Avila Capital Markets, INC.Broker
May 2006 - August 2010 · 4 yrs 3 mos
Pelion Investment Advisors, INC.
March 2006 - December 2006 · 9 mos
Clifden Equities, LLCBroker
April 2005 - April 2005 · 0 mos
Pali Capital, INC.Broker
March 2002 - July 2008 · 6 yrs 4 mos
Pali Capital, LLCBroker
January 1997 - May 2002 · 5 yrs 4 mos
Fimat Usa, INC.Broker
March 1996 - January 1997 · 10 mos
Gaiacorp Securities, INC.Broker
August 1991 - December 1993 · 2 yrs 4 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.