Hilltop Wealth Advisors, LLC

Hilltop Wealth Advisors, LLC (CRD# 283014) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $143,425,880 in 881 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $162,799
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, FL, NC, TX, VA

Financial Advisors at Hilltop Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Russell S. Eriksen
CRD#: 4750709
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Russell Eriksen (CRD# 4750709) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry. Russell Eriksen 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
Christopher T. Hostetler
CRD#: 5194180
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Christopher Hostetler (CRD# 5194180) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 11 years of experience in the finance industry. Christopher Hostetler 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.

3
Benjamin R. Yeager
CRD#: 4456729
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Benjamin Yeager (CRD# 4456729) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. Benjamin Yeager 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.

4
David C. Wise
CRD#: 5677815
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
93
Wealthminder
score

David Wise (CRD# 5677815) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry. David Wise 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.