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Hill Country Kingdom Advisors

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Client assets under management

$10,080,759

Clients

48

25% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$210,016

About

Hill Country Kingdom Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and to charitable organizations. The firm offers portfolio management, modular and broad-based financial planning, retirement/401(k) management referrals, investment consultation, and small-business financial advice, and may refer clients to third‑party managers or sub‑advisors for portions of client portfolios.

The firm documents client objectives and risk tolerances in individual Investment Policy Statements and typically manages accounts on a discretionary basis consistent with those statements. Its stated methods include fundamental analysis and modern portfolio theory, and its investment toolbox can include long‑term equity and fixed‑income strategies as well as margin, options, structured investments, and private placement allocations; it also uses a named sub‑advisor to construct and manage certain model portfolios.

Distinctive aspects of the firm include that its supervised persons conduct licensed insurance agency activities and the firm is affiliated with insurance entities, so advisors may recommend insurance products and receive insurance compensation; the brochure discloses these arrangements and the firm describes procedures to mitigate the resulting conflicts. The firm also engages in referral/promotional arrangements with a third‑party retirement manager and pays for sub‑advisor services from its standard AUM fees, and it maintains a small adviser team overseeing a modest asset base and client roster relative to many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies

Occupation focus

Self-Employed Founder/Business Owner

Fee options

Fixed

Fixed fee for financial planning services ranging from $1,200 to $10,000 per plan

Percentage

$25,000 - $999,999: 1.50% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%

Project-based

$250 per hour, billed in 2-hour increments

Other

Account minimum: $25,000

Main office location

Hill Country Kingdom Advisors

Castle Rock CO, United States

Number of offices

2

Most active in

California · Colorado · 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

Gregory B

Series 65

Rescue, CA

Hill Country Kingdom Advisors

Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies Self-Employed Founder/Business Owner
user avatar

Leslie Evan F

Series 66

Castle Rock, CO

Hill Country Kingdom Advisors

Leslie Evan Frazier is a financial advisor with Hill Country Kingdom Advisors and holds a Series 66 designation. He has 14 years of industry experience, including roles at Charles Schwab and Personal Capital. In addition to his advisory work, he serves as a mission outreach officer for a pro-life payment processing company. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC, providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis and modern portfolio theory in its investment approach and combines discretionary management with active use of margin and options strategies.

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies Self-Employed Founder/Business Owner
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