Hillcrest Wealth Advisors - Ny, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$600/hr

“These stand-alone services will be billed at a rate of $500-$600 per hour.”

Flat or project fee

$7,500

“Under special circumstances, the fixed fee may be less than $7,500.”

Annual fee

$7,500⁠-⁠$10,000/yr

“Clients requesting only a financial plan are charged either a fee of $500-$600 per hour, or a fixed fee generally ranging from $7,500 to $10,000 annually depending on the nature and complexity of the client's circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hillcrest Wealth Advisors - Ny, LLC bills

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

• “Fees are negotiable under certain conditions and circumstances.”
• “Clients are billed in arrears each calendar quarter based on the balance at the end of the billing period.”
• “Clients may elect to be billed directly for fees or to authorize HCWA to directly debit fees from client accounts.”

How Hillcrest Wealth Advisors - Ny, LLC’s fees compare

• Its hourly rate of $500-$600 is above the New Jersey median of $300. 94% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $7,500 is above the New Jersey median of $5,000. 65% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• Its annual fee of $7,500-$10,000 is above the New Jersey median of $6,318. 66% of the 47 other New Jersey planners that publish an annual fee charge less.

About Hillcrest Wealth Advisors - Ny, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

62

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$390,721,478

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

126818

Website

hcwadvisors.com (opens in new tab)

Phone

(732) 837-4455

Can advise clients in 5 states: Florida, New Hampshire, New Jersey, New York, Texas

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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