Advisor at Hilltop Wealth & Tax Solutions
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
Hilltop Wealth & Tax Solutions
Location
Mishawaka, IN 46545
Credentials
Series 63, Series 65
Industry experience
27 years
William Davis is a financial advisor with Hilltop Wealth & Tax Solutions, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Hilltop Wealth Solutions in 2018. Davis serves as a trustee and investment committee member for local healthcare institutions and participates in community organizations such as the South Bend Regional Chamber of Commerce and the Madison Township Lions Club. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across nearly 800 relationships. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, employing a tailored investment approach that includes quantitative optimization, third-party research, and option strategies, alongside comprehensive financial planning and tax-related services.
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
4100 Edison Lakes Parkway, Suite 225
Mishawaka, IN 46545
Indiana
Hilltop Wealth Solutions
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2005 - 2018 (13 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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Kingdom Financial
Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.
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