Hilltop Wealth & Tax Solutions

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.