Hill-Top Financial Planning, LLC
Assets Under Management
$2.8M
Number of Clients
6
Number of Advisors
1
Average Client AUM
$475K
AUM per Advisor
$2.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hill-Top Financial Planning, LLC provides tailored investment portfolios and comprehensive financial planning. Planning encompasses cash flow, goal setting, retirement, college savings, insurance, and estate planning. They utilize Dave Ramsey's Baby Steps as a framework. Investment management is based on individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum annual fee of $1,200 for Investment Management Services Only. For combined Investment Management Services with Comprehensive Financial Planning, the annual advisory fee is 0.50% on all assets, with a minimum annual fee of $600.
Fee Estimator
For investment management only, the annual advisory fee is 1.00% on the first $1,000,000 and 0.50% on amounts above that, with a minimum annual fee of $1,200. For combined investment management and comprehensive financial planning, the annual advisory fee is 0.50% on all assets, with a minimum annual fee of $600. Comprehensive financial planning alone is billed monthly or quarterly, in advance, at a rate of $175-$834 per month or $525-$2,500 per quarter, depending on complexity. This fee may be negotiable. Once an AUM Only client's annual fee reaches $10,000, Comprehensive Financial Planning services become a complementary part of their fee.
Areas of Practice
Location
MO, United States