Updated:
Hilltop Planning
Hilltop Planning is a fiduciary advisor providing retirement and financial planning. Services include tax-efficient withdrawals, risk management, legacy...
Hilltop Planning
Hilltop Planning is a fiduciary advisor providing retirement and financial planning. Services include tax-efficient withdrawals, risk management, legacy planning, tax planning, investment management, social security planning, insurance planning, and life planning. The firm proudly serves Texas retirees and works with people who are retired or approaching retirement.
General information
Firm type
RIA
Location
City
Austin
Principals
Jeff Morneault
CFP®, EA, RICP®
Jeff Morneault
Founder
Frequently asked questions
Who makes investment decisions at Hilltop Planning?
No named investment professionals or principals are listed in public sources for Hilltop Planning. The firm does not appear in SEC filings, industry directories, or accredited investor databases. Until a management team is disclosed, the decision-making structure cannot be verified.
Does Hilltop Planning make fund commitments or direct investments?
No investment activity, including fund commitments, direct deals, co-investments, or syndications, has been publicly attributed to Hilltop Planning. The firm has not appeared in any known deal databases or regulatory disclosures. Investment approach is unconfirmed.
What sectors does Hilltop Planning focus on?
Sector preferences for Hilltop Planning have not been disclosed. The firm does not list target industries or investment themes. Without a stated strategy, sector focus is undefined.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: