HILLTOP WEALTH & TAX SOLUTIONS

4100 Edison Lakes Parkway
Suite 225
Mishawaka, Indiana 46545
Tel: 574-889-7526

About HILLTOP WEALTH & TAX SOLUTIONS

HILLTOP WEALTH & TAX SOLUTIONS, formally registered with the SEC as HILLTOP WEALTH & TAX SOLUTIONS. The firm was established in 05/10/2019. They have over 5 offices throughout the country.

HILLTOP WEALTH & TAX SOLUTIONS is a Mishawaka, Indiana based Financial Planning firm with nearly $407,132,602 assets under management, offering retirement planning & investment advisory services to 2495 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290981
SEC#	801-115255
Assets Managed by Firm	$407,132,602
No. of Clients	2495
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2495	$407,132,602
Individuals (other than high net worth individuals)	671	$194,953,451
High net worth individuals	119	$207,666,989
Pension and profit sharing plans	3	$354,940
Charitable organizations	5	$2,557,486
Corporations or other businesses	1	$1,599,736

More Retirement Planning firms in Mishawaka, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Mishawaka, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.