# Hilltop Planning

> Hilltop Planning is a state-registered investment advisory firm in Austin, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 334342
- Filed as: HILLTOP PLANNING
- Legal name: Hilltop Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334342
- AdvisorCensus page: https://advisorcensus.com/firm/hilltop-planning-austin-tx-334342

## Quick answers

**How is Hilltop Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Hilltop Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hilltop Planning located?**
Hilltop Planning's principal office is in Austin, TX, according to its Form ADV.

**Is Hilltop Planning registered with the SEC or a state?**
Hilltop Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334342.

**How much does Hilltop Planning manage?**
Hilltop Planning reports $1,722,660 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Hilltop Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334342

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,722,660
- Discretionary: $1,722,660
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,722,660 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hilltopplanning.com
- rss.com/podcasts/finance-through-the-fog
- Facebook facebook.com
- Instagram @hilltop_planning
- TikTok @hilltopplanning
- X @hilltopPlanning
- YouTube @Hilltopplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilltop Planning (CRD 334342): Form ADV filing data as of October 2026.