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Edward Lowell Hildebrand

Advisor at Elevation Point Wealth Partners, LLC — New Braunfels, TX

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

New Braunfels, TX

Elevation Point Wealth Partners, LLC logo

Elevation Point Wealth Partners, LLC

Multi-team

Total advisors

65

Across 21 offices

Clients per advisor

75 High

Avg AUM per client

$1,657,749 High

HNW client ratio

33% High

About

Edward Hildebrand is a financial advisor with Elevation Point Wealth Partners, LLC in New Braunfels, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His previous roles include positions at Sanctuary Wealth, Wedbush Securities, and Raymond James & Associates, among others. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation through various model portfolios and separately managed accounts, offering alternatives and technology-enabled services as part of its investment approach.

Client services

Based on Elevation Point Wealth Partners, LLC

Portfolio management Selection of other advisers Consulting

Expertise

Based on Elevation Point Wealth Partners, LLC

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Elevation Point Wealth Partners, LLC

Founder/Business Owner Executive

Demographic focus

Based on Elevation Point Wealth Partners, LLC

Values-based investing

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Fee options

Fixed

$500 to over $100,000 on a project basis

Percentage

$0 - /tier not clearly specified: 0.10% - 2.50% $0 - /tier not clearly specified: 0.30% - 0.40% (Elevation Point Managed Volatility and Summit Portfolios) $0 - /tier not clearly specified: up to 2.11% (Solicitor Program maximum Program Fee, negotiable) $0 - /tier not clearly specified: 4 to 23 basis points (Financial Institution Consulting Services) $0 - /tier not clearly specified: up to $500/hour (Consultant or analyst hourly fees) $0 - /tier not clearly specified: $500 to over $100,000 (flat fees for project basis)

Commissions

Commissions from insurance products sold by licensed insurance agents affiliated with the firm

Project-based

$65-$500 per hour

Other

Account minimum: $100,000 Fee-only: Flat fees ($500 to over $100,000), Hourly fees ($65-$500/hour)

Location

See office

New Braunfels, TX

New Braunfels TX

Advisors at this office

1

Most active in

Texas

Work history

23 years of industry experience

Elevation Point Wealth Partners LLC

2024 - Present • 2 years

Denver, CO

Concorde Investment Services, LLC

2024 - 2024 • 1 year

Livonia, MI

Conocrde Investment Services

2023 - 2024 • 1 year

Livonia, MI

Wedbush Securities

2023 - 2023 • 1 year

Los Angeles, CA

Sanctuary Wealth

2021 - 2023 • 2 years

San Antonio, TX

NEXT Financial Group

2019 - 2021 • 2 years

Houston, TX

Sowell Management Services

2019 - 2019 • 1 year

North Little Rock, AR

Self-Employed

2018 - 2019 • 1 year

Little Rock, AR

Stephens Inc.

2017 - 2018 • 1 year

Little Rock, AR

Raymond James & Associates, Inc.

2016 - 2017 • 1 year

St. Petersburg, FL

Next Financial Group, Inc.

2010 - 2015 • 5 years

Houston, TX

Charles Schwab

2008 - 2010 • 2 years

Sugar Land, TX

TD Ameritrade, INC.

2004 - 2005 • 1 year

Plano, TX

Disclosures

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

Business activities & affiliations

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Michael R

Series 66

New Braunfels, TX

Russell Advisory Group, Inc

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner

Kevin F

CFP®

New Braunfels, TX

Force Acres, LLC

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Military & Veterans Gen X (Born 1965-1980)
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Bryan S

Series 65

Cibolo, TX

Definitive Advisor Group, LLC.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

General retirement planning Income planning Wealth management Debt management Cash flow / budgeting

Della S

CFP®, CIMA®, RICP®, EA

New Braunfels, TX

Fruit of the Vine Financial, LLC

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
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James M

Series 63, Series 66

New Braunfels, TX

South Texas Capital Advisors, LLC

James Mahan is a financial advisor at South Texas Capital Advisors, LLC in New Braunfels, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, J.P. Morgan Securities, and Merrill. Outside of his advisory role, he serves as managing member of NB Capital LLC and is involved in other business activities including managing a real estate development company in New Braunfels. South Texas Capital Advisors is an independent registered investment adviser providing discretionary asset management and portfolio services to individuals, high net worth clients, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis, generally pursuing long-term purchase strategies alongside periodic rebalancing and reviews, managing approximately $167.2 million in client assets.

Wealth management Passive / index investing Active portfolio management
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John H

Series 66

New Braunfels, TX

JW Hall Financial LLC

John Hall is the sole advisor at JW Hall Financial LLC in New Braunfels, TX, with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he was employed at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary portfolio management using both passive and active strategies informed by modern portfolio theory and technical analysis, operating primarily through remote communication.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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