Hilltop Planning fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Hilltop Planning charges $350 an hour and a quarterly fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
- Quarterly fee
- $1,500-$3,000/qtr
“Clients with less than $500,000 in assets under management, will be charged a quarterly fee ranging between $1,500 to $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hilltop Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Hilltop Planning’s fees compare
- Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
- 34 of the 57 other planners in Austin that publish an hourly rate charge less.
About Hilltop Planning
“We offer Investment Management, Ongoing and Project-Based Financial Planning.”
- Principal: Jeffrey Morneault
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,722,660
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334342
- Phone
- (512) 222-9083
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.