Hilpan Moxie Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,100,000
Clients
80
41% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$1,201,250
About
Hilpan Moxie Wealth Management provides individualized financial planning and portfolio management to private clients and professionals, including a segment of clients from the technology sector. The firm prepares a written financial plan tailored to each client and can deliver planning or portfolio management as standalone services, with meetings conducted in person or via secure video.
The adviser combines technical and fundamental analysis with strategic asset allocation to build and manage customized portfolios, then implements those portfolios consistent with client objectives and risk tolerance. Accounts are monitored on a monthly basis and reviewed with clients at least quarterly, and the firm manages both discretionary and non-discretionary accounts depending on client preference.
Compared with many peers, Hilpan Moxie explicitly incorporates technical analysis alongside more common fundamental and allocation approaches, and it maintains a material share of assets under non-discretionary management. The firm also documents specific operational practices — including a written code of ethics tied to CFP Board principles and periodic due diligence of service providers that address risks from artificial intelligence and machine learning — that it discloses as part of its compliance framework.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Cash flow / budgeting
Active portfolio management
Options & derivatives strategies
Occupation focus
Technology Professional
Fee options
$6,750 for financial planning services (negotiable)
$0 - $250,000: 1.75% $250,001 - $450,000: 1.50% $450,001 - $800,000: 1.35% $800,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - Up: 0.85%
$300 per hour (used for pro-rata refunds on financial planning termination)
Account minimum: $700,000
Main office location
Hilpan Moxie Wealth Management, LLC
Irvine CA, United States
Number of offices
1
Most active in
Hilpan Moxie Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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