Hilltop Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$50,000

“With respect to separate financial planning services that are provided on an ongoing basis and not in conjunction with investment management services, the Firm charges a fixed fee between $5,000 and $50,000, depending on complexity and scope of the plan.”

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

How Hilltop Wealth Advisors, LLC bills

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

• “This fee is charged in quarterly installments in advance.”
• “The terms and conditions of the educational seminar engagement are set forth in the Advisory Agreement and Hilltop Wealth Advisors generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is generally due upon delivery of the seminar.”

How Hilltop Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $5,000-$50,000 is above the North Carolina median of $4,800. 96% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.

About Hilltop Wealth Advisors, LLC

• Firm size: 18 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$15,000 minimum fee (stated in brochure)

Clients

586

Employees

18

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$635,538,564

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283014

Website

linkedin.com/company/hilltop-wealth-advisors (opens in new tab)

Phone

(919) 401-1500

Can advise clients in 9 states: California, Florida, Georgia, Massachusetts, North Carolina, New York, South Carolina, Texas, Virginia

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500⁠-⁠$50,000/yr
• CH Capital ManagementChapel Hill$250/hr, $5,000
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Maze Financial PlanningChapel Hill$350/hr

Compare all 21 planners in Chapel Hill