Hilpan Moxie Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hilpan Moxie provides customized financial planning and investment management for a diverse group of clients, including professionals and a subset from the technology sector. The firm offers planning and portfolio management together or as standalone services and generally considers new clients with account sizes at or above $1,000,000 on a case‑by‑case basis.
The adviser develops a written financial plan and then implements an individualized portfolio using a mix of technical analysis, fundamental analysis, and asset‑allocation strategies, with accounts monitored monthly and reviewed with clients at least quarterly. Hilpan Moxie manages client assets on both discretionary and non‑discretionary bases, reporting roughly $71 million discretionary and $29 million non‑discretionary under management as of mid‑2026.
Noteworthy aspects include recent SEC registration effective August 7, 2026, and an explicit practice of performing due diligence on service providers that use artificial intelligence and machine‑learning tools. The firm also commonly recommends custodians such as TradePMR/Wells Fargo Clearing and documents a standalone, flat‑fee planning option alongside its percentage‑of‑assets management service.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fee $6,750, negotiable
$0 - $250,000: 1.75% $250,001 - $450,000: 1.50% $450,001 - $800,000: 1.35% $800,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Hourly rate for financial planning services is $300 per hour for additional hours beyond included revision
Account minimum: $1,000,000 Minimum fee: Financial planning flat fee of $6,750, negotiable
Main office
Irvine CA
Advisors at this office
1
Most active in
California · New Jersey · New York · Texas
Also doing business as
Hilario, Donald · Hilario, Donald Douglas · Hilpan Moxie Wealth Management, Inc · Hilpan Moxie Wealth Management, 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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