AdvisorCensus / Financial advisors / Hilpan Moxie Wealth Management, LLC
Hilpan Moxie Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Hilpan Moxie Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hilpan Moxie Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Hilpan Moxie Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated August 7, 2026 states: Asset-based fee: 0.85% to 1.75% a year (a range, as the brochure states it); Flat fee: $6,750 (financial planning services); Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Hilpan Moxie Wealth Management, LLC registered with the SEC or a state?
Hilpan Moxie Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 159966.
How much does Hilpan Moxie Wealth Management, LLC manage?
Hilpan Moxie Wealth Management, LLC reports $100,359,897 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (71% discretionary).
What types of clients does Hilpan Moxie Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (34).
Which custodians does Hilpan Moxie Wealth Management, LLC use?
Hilpan Moxie Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Vanguard and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.
Does Hilpan Moxie Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159966
Does Hilpan Moxie Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 7, 2026 says: "Hilpan Moxie generally requires a minimum account size of $1,000,000 for new clients. However, the firm may consider accounts below this threshold on a case-by-case basis at its sole discretion."
What changed in Hilpan Moxie Wealth Management, LLC's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.85% to 1.75% a year (a range, as the brochure states it)
The brochure's wording
The annual fee is based upon a percentage of assets under management and it can range from .85% to 1.75%.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Hilpan Moxie generally requires a minimum account size of $1,000,000 for new clients. However, the firm may consider accounts below this threshold on a case-by-case basis at its sole discretion.
Flat fee: $6,750 (financial planning services)
The brochure's wording
Hilpan Moxie provides financial planning services for a flat-fee rate basis of $6,750.
Hourly rate: $300 an hour (financial planning services)
The brochure's wording
For financial planning services, after the first five (5) business days, written termination will result in a pro-rated refund of any prepaid and unearned fee to the client based upon the number of hours worked on the financial plan at rate of $300 per hour.
As stated in the firm's Form ADV Part 2A brochure dated August 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$100,359,897 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hilpan Moxie Wealth Management, LLC (CRD 159966): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hilpan-moxie-wealth-management-llc-159966