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 65
Industry experience
1 year
Financial planning fees typically range from $1,200 to $20,000 annually depending on complexity and client needs.
$0 - $250,000: 1.50% $250,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,500,000: 0.80% $3,500,001 - $5,500,000: 0.60% $5,500,001 - $10,500,000: 0.50% $10,500,001 - $25,500,000: 0.40% $25,500,001+: Negotiable
Hilltop Wealth advisory professionals may receive transaction or commission compensation from broker-dealer PKS for securities transactions; insurance products sales commissions may also be received.
Financial planning services for clients with less than $500,000 in AUM charged at $250 per hour.
Account minimum: Portfolio values less than $417,000 may not meet the minimum fee of $6,250, implying a minimum account size of approximately $417,000 to meet the minimum fee requirement. Minimum fee: $6,250 total minimum fee for portfolio management services, negotiable and may be waived at firm's discretion. Fee-only: Financial planning fees negotiated; for clients with less than $500,000 AUM, hourly rate of $250/hour; fixed fees typically range from $1,200 to $20,000 annually.
Hilltop Wealth Solutions
2018 - Present (8 years)
Liberty Mutual Insurance
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
South Bend, IN
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.
CFP®, Series 63, Series 66
South Bend, IN
Edward Jones
Series 66
Mishawaka, IN
Edward Jones
CFP®, Series 66
Elkhart, IN
Edward Jones
Series 66
Mishawaka, IN
Edward Jones
CFP®, Series 66
Niles, MI
Edward Jones
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