Hill and Labarre Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
$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)
Up to $250 per hour for financial planning and consulting services.
Wealth Advisory Program: $199 per month, billed in advance.
Account minimum: $25,000 Fee-only: Financial planning and consulting services charged hourly, up to $250/hour; Minimum hourly fee generally $250.
Main office
Williamstown NJ
Advisors at this office
3
Most active in
Colorado · New Jersey · Pennsylvania · Texas
Also doing business as
Hill And Labarre Wealth Management · Premier Investment Services · Premier Investment Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Donald H
Series 65
Williamstown, NJ
Hill and Labarre Wealth Management
Donald Hill Jr. is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds the Series 65 designation and has worked at Premier Investment Services since 2021. Prior to his advisory career, he was employed by Piedmont Airlines and served in the United States Air Force from 2016 to 2021. Hill and Labarre Wealth Management provides investment advisory and related services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes model-based and strategic management approaches, including options-based strategies, and offers a subscription Wealth Advisory Program alongside a structured educational curriculum.
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 five years of industry experience. He holds a Series 65 designation and has worked at Premier Investment Services since 2021. In addition to his advisory role, Mr. La Barre is a partner in an insurance agency, Villa Texas Insurance Services, where he spends less than 10% of his time. He is also a member of the US Air Force. Hill and Labarre Wealth Management provides investment advisory services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes a model-based and discretionary strategic management approach, including options-based strategies, and delivers a subscription Wealth Advisory Program alongside a structured educational curriculum.
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.
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