A complete list of active advisors currently associated with Hill-Top Financial Planning, LLC
Warmer can help you find a great advisor at Hill-Top Financial Planning, LLC or one who fits your needs even better.
Hill-Top Financial Planning, LLC provides tailored investment management and comprehensive financial planning to individual clients, including both typical retail households and higher-net-worth individuals. Services described in the brochure include ongoing portfolio supervision, written financial plans, and a comprehensive planning program that covers cash flow, retirement, insurance, estate, tax, and college-savings needs. The firm primarily implements passive investment management—building portfolios of index mutual funds and ETFs—while using fundamental analysis when evaluating individual securities or asset-class exposures. Financial planning is integrated with investment work through client-specific investment policy statements and a documented planning process that references Dave Ramsey’s Baby Steps, with regular monitoring and follow-up contact. A distinctive operational feature is the principal’s dual role as an investment adviser representative of a separate registered adviser (SmartPath Advisors, LLC), a relationship the firm discloses as separate and without client cross-referrals and that consumes a portion of the principal’s time. The brochure also highlights several atypical elements for a small independent firm: an explicit, detailed disclosure and cap-based approach to bitcoin exposure, an ongoing subscription-style comprehensive planning option, and a policy of executing client trades individually rather than aggregating block trades.
To learn more about the advisors currently working at Hill-Top Financial Planning, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Kansas City, MO
| 10
|
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