# Hilltop Planning

Hilltop Planning is a RIA based in Austin.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin
- **Assets under management:** Undisclosed
- **Website:** https://hilltopplanning.com

## Regulatory record

- **CRD number:** 334342
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334342

## About

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.

## People

- Jeff Morneault — CFP®, EA, RICP®
- Jeff Morneault — Founder

## 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.

## Related profiles

- [SHINKA CAPITAL MANAGEMENT LIMITED](https://altss.com/profile/shinka-capital-management-limited)
- [Capstone RIA](https://altss.com/profile/capstone-ria)

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Last updated: 2026-08-11T15:06:57.816Z

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