Services & Fees - Hillvale Wealth Management

Our Services

At Hillvale Wealth, we offer personalized wealth management services tailored to your unique financial goals, ensuring clarity and confidence in your future. Below is a detailed overview of our comprehensive services and the associated fees, designed with transparency and value in mind.

Comprehensive Financial Planning

Investments

Retirement Planning

Tax Planning

Social Security

Education / College Planning

Estate Planning

Inheritance

Charitable Giving

Investment Management

Client accounts are held at Charles Schwab

Your financial plan informs your investment allocation.

Our investment philosophy is straightforward: we use low cost, passive, exchange traded funds (ETFs) from companies like Schwab, Dimensional, and Vanguard.

Annual Fee Schedule

Fees are based on assets under management and are inclusive of all services: ongoing investment management and comprehensive financial planning. As a fiduciary advisor, we provide unbiased advice designed for each client’s personal financial situation.

Minimum investable assets are $250k
We do not offer one-time financial plans or hourly consultations.