Hillcrest Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm works with both high-net-worth and non‑HNW individual clients and also offers retirement-plan consulting and ERISA fiduciary services to plan sponsors.
The firm manages all client assets on a discretionary basis and constructs portfolios using Modern Portfolio Theory, blending mutual funds, ETFs, and individual securities informed by top‑down macroeconomic and bottom‑up fundamental analysis; it also uses proprietary model portfolios. Hillcrest tailors allocations to client risk tolerance and time horizon, and will advise on or manage held‑away products such as variable insurance contracts, annuities, employer‑sponsored retirement accounts, and 529 plans.
Noteworthy features include reaching roughly $568 million in discretionary AUM with a five‑advisor team after registering as an adviser in 2021, a pace that distinguishes it from many peers. The firm discloses receipt of operational, trading, and research support from recommended custodians (Fidelity and Altruist) and that some supervised persons are licensed insurance agents who may earn commissions, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services ranging from $1,500 to $10,000, negotiable based on scope and complexity.
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% Above $3,000,000+: Negotiable
Certain supervised persons earn commissions on insurance products sold separately from advisory fees.
Main office
515 Marin Street, Suite 406
Thousand Oaks CA 91360
Advisors at this office
5
Most active in
Arizona · California · Colorado · Idaho · Nevada · Texas
Also doing business as
Ddfg, Inc · Hillcrest Financial Group · Steinway Advisors, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")