# 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.

- CRD: 159966
- Filed as: HILPAN MOXIE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159966
- AdvisorCensus page: https://advisorcensus.com/firm/hilpan-moxie-wealth-management-llc-159966

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Asset-based fee: 0.85% to 1.75% a year (a range, as the brochure states it)

> 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)

> 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)

> Hilpan Moxie provides financial planning services for a flat-fee rate basis of $6,750.

- Hourly rate: $300 an hour (financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Vanguard
- Wells Fargo Clearing Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $100,359,897
- Discretionary: $71,241,067
- Non-discretionary: $29,118,830

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $15,443,835 |
| High net worth individuals | 34 | $84,850,199 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $65,863 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hilpanmoxiewm.com](https://hilpanmoxiewm.com)
- LinkedIn @donhilario

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilpan Moxie Wealth Management, LLC (CRD 159966): Form ADV filing data as of October 2026.