Hill Country Kingdom Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hill Country Kingdom Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and to charitable organizations. The firm offers portfolio management, modular and broad-based financial planning, retirement/401(k) management referrals, investment consultation, and small-business financial advice, and may refer clients to third‑party managers or sub‑advisors for portions of client portfolios.
The firm documents client objectives and risk tolerances in individual Investment Policy Statements and typically manages accounts on a discretionary basis consistent with those statements. Its stated methods include fundamental analysis and modern portfolio theory, and its investment toolbox can include long‑term equity and fixed‑income strategies as well as margin, options, structured investments, and private placement allocations; it also uses a named sub‑advisor to construct and manage certain model portfolios.
Distinctive aspects of the firm include that its supervised persons conduct licensed insurance agency activities and the firm is affiliated with insurance entities, so advisors may recommend insurance products and receive insurance compensation; the brochure discloses these arrangements and the firm describes procedures to mitigate the resulting conflicts. The firm also engages in referral/promotional arrangements with a third‑party retirement manager and pays for sub‑advisor services from its standard AUM fees, and it maintains a small adviser team overseeing a modest asset base and client roster relative to many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services ranging from $1,200 to $10,000 per plan
$25,000 - $999,999: 1.50% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$250 per hour, billed in 2-hour increments
Account minimum: $25,000
Main office
See officeCastle Rock CO
Advisors at this office
1
Most active in
California · Colorado · Texas
Also doing business as
Hill Country Kingdom Advisors · Hill Country Kingdom Advisors, LLC · Tek Wise Financial · Tek Wise Financial Planners LLC · Tek Wise Financial Planners, LLC · Tek Wise Financial Planners, LLC Dba Hill Country Kingdom Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Greg B
Verified by Warmer
Series 65
Rescue, CA
Hill Country Kingdom Advisors
Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.
Evan F
Verified by Warmer
Series 66, AAMS®
Castle Rock, CO
Hill Country Kingdom Advisors
Leslie Evan Frazier is the founder of Tekwise Financial Planner and holds a Series 66 designation and the AAMS. He has 14 years of industry experience, including roles at Charles Schwab and Personal Capital. In addition to his advisory work, he serves as a mission outreach officer for a pro-life payment processing company. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC, providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis and modern portfolio theory in its investment approach and combines discretionary management with a holistic approach.
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