A complete list of active advisors currently associated with Hilltop Planning

Warmer can help you find a great advisor at Hilltop Planning or one who fits your needs even better.

Hilltop Planning, LLC is a fee-only, independently registered investment adviser that provides discretionary portfolio management alongside comprehensive, project-based, and hourly financial planning services. It offers ongoing investment advice, implements asset allocation and portfolio construction, and refers clients to third‑party professionals when appropriate. The firm combines asset-allocation principles (including passive exposures) with fundamental, technical, and cyclical analysis to tailor portfolios to individual risk tolerances, generally favoring longer-term holdings and quarterly account reviews. Clients may impose written restrictions on investments, and for accounts with $500,000 or more under management the firm provides a comprehensive financial plan as part of its advisory services. What is notable about Hilltop Planning is its recent founding and very small scale — managing roughly $1.7 million across four clients — and its client mix that emphasizes high‑net‑worth individuals rather than non‑HNW retail clients. The firm also documents several specialized planning offerings, such as widowhood planning, and uses an institutional Schwab custody platform for trading and reporting.

To learn more about the advisors currently working at Hilltop Planning, 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
Jeffrey Morneault	Austin, TX	5

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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.

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