Hillcrest Financial Group logo

Hillcrest Financial Group

Updated today

Client AUM

$567,800,000

Clients

347

Advisors

5

of 8 employees

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

Financial planning Portfolio management

Expertise

General retirement planning Trust structures (GRAT, IDGT, revocable)

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Fee options

Fixed

Fixed fees for financial planning and consulting services ranging from $1,500 to $10,000, negotiable based on scope and complexity.

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% Above $3,000,000+: Negotiable

Commissions

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

Advisors at this firm

user avatar

Dean S

CFP®, Series 66

Thousand Oaks, CA

Hillcrest Financial Group

Dean Solomon is a Certified Financial Planner™ (CFP®) with 22 years of industry experience. He is currently a member of the four-advisor team at Hillcrest Financial Group, where he has worked since 2022. Prior to joining Hillcrest, he held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to construct tailored portfolios and manages approximately $471 million in discretionary assets for a few hundred clients.

General retirement planning Trust structures (GRAT, IDGT, revocable)
user avatar

David H

CFP®, ChFC®, Series 66

Thousand Oaks, CA

Hillcrest Financial Group

David Harrington is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Hillcrest Financial Group, where he has worked since 2022, following roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Hillcrest Financial Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets.

General retirement planning Trust structures (GRAT, IDGT, revocable)
user avatar

Anna B

Series 65

Thousand Oaks, CA

Hillcrest Financial Group

Anna Bogorodchenko is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. She holds a Series 65 designation and has recently begun her advisory career, joining Hillcrest Financial Group in 2025. Her prior experience includes roles at CIBC Wood Gundy and RBC Dominion Securities. Hillcrest Financial Group offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for a client base served by a four-advisor team.

General retirement planning Trust structures (GRAT, IDGT, revocable)
user avatar

Andrew P

Series 63, Series 66

Thousand Oaks, CA

Hillcrest Financial Group

Andrew Price is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Thrivent Financial affiliates. He serves on the board of the Habitat for Humanity Young Professionals Group, contributing to event coordination and marketing efforts. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm constructs tailored portfolios using Modern Portfolio Theory and manages approximately $471 million in discretionary assets for a diverse client base.

General retirement planning Trust structures (GRAT, IDGT, revocable)
user avatar

Jack H

Series 65

Thousand Oaks, CA

Hillcrest Financial Group

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wood Ranch and MAP Strategic Wealth Advisors, along with periods as a full-time student. Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages client assets using a combination of Modern Portfolio Theory, macroeconomic and fundamental analysis, and proprietary model portfolios, serving both high-net-worth and non-HNW clients.

General retirement planning Trust structures (GRAT, IDGT, revocable)
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