Hillhurst Wealth Management LLC

Hillhurst Wealth Management provides comprehensive financial planning, wealth management, investment management, and family office services to individuals, families, and family offices. Although registered as an investment manager that typically serves pooled or institutional assets, the firm also accepts individual (non‑high‑net‑worth) clients and restricts private placement recommendations to accredited or qualified purchasers where applicable.

The firm begins engagements with a written comprehensive financial plan (offered on an hourly basis) and then offers implementation through wealth management retainers or third‑party investment management relationships. Investment management is delivered primarily via outside Managers, with a tendency toward passive ETF/index strategies for preservation and active strategies for growth; Hillhurst offers both discretionary and non‑discretionary arrangements and coordinates with clients’ other professional advisors.

What distinguishes Hillhurst from many peers is its routine use of hourly billing for planning, its explicit role in selecting and coordinating third‑party advisers and custodians (the brochure cites platforms such as Betterment for passive and SSG for active management), and a family office service menu that can include concierge services and private aircraft management. The firm operates on a small scale with a single principal and a limited amount of discretionary assets under management, and it discloses that it does not accept commissions or share in third‑party manager fees.