Hilltop Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning fee is an hourly rate of $250.00 per hour.”

Flat or project fee

$2,000⁠-⁠$4,000

“The fixed fee is generally $2,000 - $4,000 but may vary due to complexity.”

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

How Hilltop Financial Advisors bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “This service will include investment management and will consist of an annual ongoing fee, billed in advance, of $5,000 or a fee based on the market value of the assets under management, whichever is greater.”

How Hilltop Financial Advisors’ fees compare

• Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Milwaukee that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,000 spans the Wisconsin median of $3,000. 49% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.

About Hilltop Financial Advisors

• Principal: Erik J. Kroll
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

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

66

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$24,507,601

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

274030

Website

twitter.com/erikkrollfp (opens in new tab)

Phone

(414) 856-7100

Other planners in Milwaukee that publish fees

• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr
• Allison & Company Financial Counselors, LLCMilwaukee$375⁠-⁠$500/hr
• Dream Bigger Financial, LLCMilwaukee$299, $100⁠-⁠$700/mo
• Korbitz Financial Planning LLCMilwaukee$460/hr
• Milborn Advisors, LTDMilwaukee$1,000⁠-⁠$10,000
• Prepared Financial PlanningMilwaukee$400/hr, $2,000⁠-⁠$20,000

Compare all 18 planners in Milwaukee