$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Hilltop Securities · TD Ameritrade
- Clients
- Retail
- Platforms
- BridgeOptima +more
- Established Date
- 10-23-2018
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Hill-TOP Financial Planning, LLC
Hill-Top Financial Planning is a Kansas City-based, fee-only RIA led by CFP® fiduciary Kyle Hill, focused on individuals in their 30s–50s. The firm provides ongoing financial planning and implementation support across budgeting, investing, insurance, tax, and retirement decisions, with custom plans and periodic reviews. No product sales or commissions; clients work directly with the founder.
Team overview
32 AVG AGE
$3.3M AVG AUM / ADVISOR
$218.7K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
North Legacy element
Custodian
Vital element Optima oak Pioneer alpha Timber focus Oak
Investment Themes
Value Harbor Vector zenith
Investment Vehicles
Momentum
Services
Matrix Value focus Zenith Capital Timber Delta ridge Capital peak
Technology
Vertex Eagle Frontier fusion Pioneer fusion Zenith foundation Element
Owner & Executives
KYLE EDMUND HILL
Chief Compliance Officer, Chief Executive Officer, FINANCIAL PLANNER, FOUNDER, Owner
- CRD
- #6486538
- Ownership
- 75% or more
(556) 895-6670
insight.prime@vitalcapital.com
in linkedin.com/in/atlas-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,280,363 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,280,363 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,280,363
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,731,099,242 | 100.0% |
| Total | $2,731,099,242 | 100.0% |