Hilton Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
7
0% 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
7
Very LowAverage account size
$0
About
Hilton Financial Group is a fee‑only, independent registered investment adviser that provides financial planning, coaching, and consulting services to individuals, couples, families, businesses, trusts, plan sponsors and plan participants. Offerings include a structured 16‑week Premium Financial Coaching program with access to account aggregation tools and financial planning software, hourly and project‑based consulting, employer/employee consulting and speaking engagements.
The firm’s work is advisory and educational rather than asset‑management oriented: it does not manage client assets, accept discretionary authority, or custody client funds, and its investment recommendations typically emphasize low‑cost, no‑load passive mutual funds and ETFs with broad diversification. Client deliverables are focused on written plans and education — including a Wealth Strategy Plan, secured progress reports, account aggregation access, and scheduled coaching calls with written summaries and assigned homework.
Hilton Financial Group is notable among peers for packaging services around a formal mentorship and coaching model (eight modules over 16 weeks) and for providing participant and sponsor education and speaking services for retirement plans, activities that are less common for solo independent advisers. The firm also departs from the typical independent adviser fee model by not charging percentage‑of‑AUM fees, instead relying on fixed, project and hourly fees and ongoing quarterly maintenance coaching.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
General estate planning guidance
General tax planning
Cash flow / budgeting
Fee options
Project-based financial planning fees range from $250 to $1,000 per project; One-time setup fee for Employer/Employee Consulting $4,000 to $5,500; Introductory fee $200 for 30-minute session and 30-day software access.
Standard hourly rate for Consulting Services and Employer/Employee Consulting is $350 per hour; Premium Financial Coaching Services charges $300/hour for time exceeding agreed service.
Fee-only: Premium Financial Coaching Services: one-time fee ranging from $4,500 to $7,500 based on complexity and client situation; Consulting Services hourly rate $350/hour; Project-based fees $250 to $1,000 per project; Employer/Employee Consulting hourly rate $350/hour with one-time setup fee $4,000 to $5,500; Maintenance Wealth Coaching $450 to $750 per quarter with minimum 3-month commitment; Introductory coaching session $200 one-time fee.
Most active in
Hilton Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
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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