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
Hill-Top Financial Planning, LLC offers investment management services tailored to individual client needs, along with comprehensive financial planning covering cash flow, goal setting, retirement, college savings, insurance, and estate planning. They utilize Dave Ramsey's Baby Steps as a framework. Comprehensive financial planning is offered on a monthly or quarterly fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum fee of $1,200 annually for Investment Management Services Only. Fees are negotiable.
MO, United States