Hill and Labarre Wealth Management logo

Hill and Labarre Wealth Management

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Client assets under management

$252,894

Clients

6

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

2

Very Low

Average account size

$42,149

About

The firm provides investment advisory and related services to individuals, small businesses, and retirement plans, including ongoing portfolio management, written financial planning, business retirement plan consulting (including 3(21) and 3(38) roles), and a subscription Wealth Advisory Program. The brochure reports approximately $252,894 in assets under management covering six client relationships, and it offers both model-based and strategic management arrangements.

HLWM’s investment services are delivered through a model-based Portfolio Management offering and a discretionary Strategic Portfolio Management program that uses a core-and-satellite approach, with ongoing monitoring and periodic rebalancing; the firm discloses the use of options-based strategies (e.g., covered calls and cash‑secured puts) for certain clients. Financial planning and consulting are available on an hourly basis, and the subscription Wealth Advisory Program provides recurring, non‑discretionary guidance for held‑away assets rather than continuous discretionary oversight.

Distinctive elements noted in the brochure include sponsorship of a wrap‑fee program (an arrangement that is relatively uncommon among similar supported firms) and a structured educational curriculum of three online tiers covering market basics through advanced options strategies, each with specified lesson topics. The firm’s small reported client base and modest AUM suggest it currently operates more as a boutique adviser rather than primarily serving high‑net‑worth households, and it also publishes tiered business advisory subscriptions for entrepreneurs and plan sponsors.

Client services

Financial planning Portfolio management Educational seminars or workshops
Financial consulting not resulting is a financial plan

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management

Occupation focus

Airline Pilot Military & Veterans

Demographic focus

Mid-Career Professionals

Fee options

Percentage

$0+: 0.75% annually (Portfolio Management - Model Program, no minimum account size) $25,000 - $50,000: 1.50% annually (Strategic Portfolio Management) $50,000 - $100,000: 1.25% annually (Strategic Portfolio Management) $100,000 - $500,000: 1.00% annually (Strategic Portfolio Management) $500,000 - $1 million: 0.90% annually (Strategic Portfolio Management) $1 million+: Negotiable (Strategic Portfolio Management)

Project-based

Up to $250 per hour for financial planning and consulting services.

Subscriptions

Wealth Advisory Program: $199 per month, billed in advance.

Other

Account minimum: $25,000 Fee-only: Financial planning and consulting services charged hourly, up to $250/hour; Minimum hourly fee generally $250.

Main office location

Hill and Labarre Wealth Management

Williamstown NJ, United States

Number of offices

2

Most active in

Colorado · New Jersey · Pennsylvania · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill is a Series 65-licensed financial advisor with Hill and LaBarre Wealth Management in Williamstown, NJ. He has four years of industry experience, including roles at Premier Investment Services and prior careers with Piedmont Airlines and the United States Air Force. Outside of finance, his background includes aviation training at Crosswinds Flight School. Hill and LaBarre Wealth Management is a newly registered advisory firm serving individuals, high-net-worth clients, corporations, and other advisory clients. The firm offers both active and passive portfolio management, financial planning, and educational programs, employing a value-oriented investment approach with tactical and strategic asset allocation and option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
user avatar

Kyle L

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Kyle La Barre is a financial advisor at Hill and LaBarre Wealth Management with a Series 65 designation and four years of industry experience. He has worked at Premier Investment Services since 2021 and concurrently serves in the US Air Force. Outside of advisory work, he is a partner at Villa Texas Insurance Services, an insurance agency. Hill and LaBarre Wealth Management offers asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only investment approach supplemented by tactical and strategic asset allocation and option strategies, and provides both active and passive portfolio management alongside educational programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
user avatar

Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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