A complete list of active advisors currently associated with Hilpan Moxie Wealth Management, LLC

Warmer can help you find a great advisor at Hilpan Moxie Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hilpan Moxie Wealth Management, LLC, 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
Don Hilario	Irvine, CA	20

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