Hillegas Advisory Services, Inc.

Hillegas Advisory Services, Inc. (CRD# 125275) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $101,256,064 in 287 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $352,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Hillegas Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John M. Chapra
CRD#: 4949654
San Diego, CA
96
Wealthminder
score

John Chapra (CRD# 4949654) is an Investment Advisor Representative working at Hillegas Advisory Services, Inc. in San Diego, CA and has over 7 years of experience in the finance industry. John Chapra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Craig J. Hillegas
CRD#: 2350414
San Diego, CA
96
Wealthminder
score

Craig Hillegas (CRD# 2350414) is an Investment Advisor Representative working at Hillegas Advisory Services, Inc. in San Diego, CA and has over 23 years of experience in the finance industry. Craig Hillegas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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