Hilton Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hilton Financial Group is an independent, fee‑only registered investment adviser that provides comprehensive financial planning, coaching, and consulting for individuals, couples, families and plan sponsors. Its services include a 16‑week premium financial coaching mentorship, standalone written financial plans, maintenance coaching, employer/employee consulting, and speaking engagements.
The firm does not manage client assets or accept discretionary authority; its recommendations generally emphasize low‑cost, no‑load passive or index mutual funds and ETFs tailored to each client’s objectives, risk tolerance and time horizon. It uses RightCapital for account aggregation and financial planning, delivers written plans and simulations, and provides direct client access with a stated 24‑hour response policy.
Noteworthy features that distinguish the firm from many solo independent advisers are its publication of periodicals/newsletters and its delivery of educational seminars or workshops, alongside employer plan benchmarking and participant education services. The firm also operates on fixed, hourly and project‑based fee arrangements rather than charging percentage‑of‑AUM fees, and its managing member holds the CFP® designation and securities licenses.
Client services
Expertise
Fee options
Introductory 30-minute financial coaching session and 30 days access to planning software for $200 one-time fee; Employer/Employee Consulting one-time setup fee ranging from $3,500 to $5,500.
Standard hourly rate of $300 per hour; Project based consulting rates range from $150 to $1,000 per project; Employer/Employee Consulting billed at $300 per hour.
Maintenance Wealth Coaching fees charged quarterly in advance, ranging $450 to $750 per quarter.
Fee-only: One-time fee for Premium Financial Coaching Services ranging from $4,500 to $7,500; Financial Plan fees from $2,000 to $3,500 per individual and $2,500 to $5,500 per couple; Maintenance Wealth Coaching fees range between $450 and $750 per quarter.
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Hilton Financial Group, LLC · Hilton, Erin Lura
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.
Forms ADV
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