Hillberg Capital Management, LLC fees and pricing

Financial planner in Turlock, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Hillberg Capital Management, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “An hourly fee of $300 an hour is charged based on actual time expended for supervision and financial planning provided under hourly contracts.”

Payment and refund terms, quoted from the fee section of the brochure.

“Compensation is negotiable, so fees may vary.”
“The fee for each account is payable in advance in quarterly installments at the beginning of each quarter.”
“The fees are deducted from the account unless you prefer to be billed for the services.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

“Hillberg Capital Management, LLC has been providing investment and financial planning services since 2004.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 110
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $103,881,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 130291
Phone: (209) 667-2406

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