A complete list of active advisors currently associated with Hill Country Group

Warmer can help you find a great advisor at Hill Country Group or one who fits your needs even better.

Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, corporations, and other business entities. The firm offers both discretionary and non-discretionary asset management, retirement plan consulting (including acting as a 3(21) co‑fiduciary), and hourly or ongoing financial planning and consulting. The firm uses a mix of fundamental and technical analysis alongside modern portfolio theory and long‑term strategies, tailoring portfolios to client Investment Policy Statements and reviewing accounts at least semi‑annually. Hill Country Group manages both wrap fee and non‑wrap accounts and discloses that wrap arrangements bundle execution costs with advisory fees, which can affect trading incentives and costs. Notable distinctions in the brochure include that the firm’s principals are licensed insurance agents and one principal provides CPA tax services through an affiliated practice, with disclosures and procedures to address the resulting conflicts of interest. The firm also sponsors a wrap fee program and discloses the possibility of engaging in principal transactions with client consent — practices that the brochure highlights and that are less common among comparable team firms.

To learn more about the advisors currently working at Hill Country Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.