Advisor at Hillberg Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hillberg Capital Management, LLC
Location
Turlock, CA 95380
Credentials
PFS™
Industry experience
21 years
Robert Hillberg is the principal of Hillberg Capital Management, LLC in Turlock, California, and holds the PFS™ designation. He has 21 years of experience in financial advising and has operated his investment advisory firm since 2004. In addition, he has been a partner at Hillberg & Co, CPAs since 1980, providing tax, accounting, and general business services outside of investment advising. Hillberg Capital Management is a fee-only registered investment adviser serving individuals, trusts, retirement plans, and businesses. The firm focuses on strategic asset allocation and diversification, primarily using mutual funds and ETFs, and integrates its investment management with the affiliated CPA practice for coordinated tax and financial planning.
Based on Hillberg Capital Management, LLC
1.00% annually
$300 per hour
Account minimum: $500,000 Fee-only: Fee only advisor; no commissions accepted
415 Mitchell St.
Turlock, CA 95380
California
Hillberg Capital Management LLC
2004 - Present (22 years)
Hillberg & Co, CPAs
1980 - Present (46 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:
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 63, Series 66
Modesto, CA
Luminary Financial Planning
Series 63, Series 65
Crows Landing, CA
Influx Capital Management
Series 63
Turlock, CA
Berger Asset Management, Inc.
Series 63, Series 65
Denair, CA
TechView Wealth Advisors LLC
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
Series 65
Atwater, CA
Provident Living Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")