Advisor at Hilltop Wealth & Tax Solutions
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Firm
Hilltop Wealth & Tax Solutions
Location
Fort Myers, FL 33907
Credentials
Series 65
Industry experience
< 1 year
Kyle Van Liere is a financial advisor at Hilltop Wealth & Tax Solutions in Fort Myers, FL, holding a Series 65 designation. He joined the firm in 2025 and has prior experience working in various roles including at The Club at the National and Ave Maria University. Outside of finance, he has worked in the hospitality industry for several years. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in assets with six advisors serving nearly 800 clients, including individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm provides discretionary portfolio management, comprehensive financial planning, and tax preparation referrals, using a combination of quantitative tools, third-party research, and separate-account managers to tailor portfolios to client objectives and risk tolerance.
Based on Hilltop Wealth & Tax Solutions
Based on Hilltop Wealth & Tax Solutions
Negotiated fixed fees for financial planning, ranging $1,200 to $20,000 depending on complexity
$0 - $250,000: 1.50% $250,000 - $750,000: 1.00% $750,000 - $1,500,000: 0.90% $1,500,000 - $2,000,000: 0.80% $2,000,000 - $5,000,000: 0.60% $5,000,000 - $20,000,000: 0.50% $20,000,000 - $25,000,000: 0.40% $25,000,000+: Negotiable
Possible commissions for insurance products and mutual fund sales via affiliated broker-dealer
Approximately $250 per hour for financial planning services if less than $500,000 AUM
Account minimum: $417,000 Minimum fee: $6,250 minimum total annual fee, waivable at firm's discretion Fee-only: Financial planning fixed fees typically $1,200 to $20,000 per year, negotiated; $250/hour for hourly planning for clients with less than $500,000 AUM
12381 S Cleveland Ave, Suite 203
Fort Myers, FL 33907
Florida
Hilltop Wealth & Tax Solutions
2025 - Present (1 year)
The Club at the National
2024 - 2025 (1 year)
Ave Maria University
2023 - 2025 (2 years)
Horse Soldier Bourbon
2022 - 2022 (1 year)
Acorn Advisors Group
2022 - 2022 (1 year)
Butler University
2021 - 2023 (2 years)
Kellogg Community School
2019 - 2021 (2 years)
Mattawan High School
2015 - 2019 (4 years)
Coach's Bar and Grill
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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