Hillvale Wealth Management, LLC logo

Hillvale Wealth Management, LLC

Updated today

Total assets under management

$14,980,567

Total clients

33

15% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

33

Average account size

$453,957

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000+: 0.35%

Other

Account minimum: $500,000 minimum, may be reduced or waived on a case-by-case basis Fee-only: Fee-only firm, compensated solely by clients for services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Hillvale Wealth Management, LLC

4315 Kingston Pike, Suite 210

Knoxville TN 37919, United States

Number of offices

1

Advisors at this firm

Caroline F

CFP®, CPA

Knoxville, TN

Hillvale Wealth Management, LLC

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

General tax planning Wealth management Single Women Baby Boomers (Born 1946-1964)
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