HILLCREST WEALTH ADVISORS - NY, LLC
SEC RegisteredEmpowering You with comprehensive planning & advisory solutions
About the firm
Hillcrest Wealth Advisors is a boutique wealth management company that offers comprehensive financial planning and investment advisory services for high net worth clients. The firm operates as a fiduciary and provides fee-only advice, focusing on low-cost, tax-efficient, and passive investment strategies. All team members currently hold or are actively pursuing their Certified Financial Planning (CFP®) designation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Financial Planning (including cash flow management, retirement planning, education funding, income tax planning, risk management/insurance, and estate planning), Asset Management Services (investment advisory with low-cost, tax-efficient, and passive investment strategies), and Client Oversight Services (providing oversight and objective feedback on portfolios managed by outside financial professionals).
Who they serve
High net worth individuals faced with organizing the various aspects of their financial situation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $2.0M |
| High Net Worth Individuals | 56 | $386M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management $0-$3M | 1.00% |
| Investment Management $3M-$9M | 0.80% |
| Investment Management $9M-$15M | 0.60% |
| Investment Management Above $15M | 0.00% |
| Laddered Bond $0-$5M | 0.30% |
| Laddered Bond $5M-$10M | 0.25% |
| Laddered Bond Above $10M | 0.20% |
| Held Away Consultation $0-$5M | 0.30% |
| Held Away Consultation $5M-$10M | 0.25% |
| Held Away Consultation Above $10M | 0.20% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HILLCREST WEALTH ADVISORS - NY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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