Craig
Hillegas
Financial Alternatives, Inc
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About this Advisor
Craig Hillegas is a certified financial planner who works out of La Jolla, California with 1 year of industry experience. Hillegas is on the advisory team at Financial Alternatives, Inc. Throughout their career, they have worked at Financial Alternatives, Inc and Hillegas Advisory Services, Inc. Hillegas holds a Series 63 license, certifying them as a securities agent, and is approved to work in California and Texas. Financial Alternatives, Inc is a registered investment firm headquartered in La Jolla, CA. It has a total of 13 employees. It handles $459 million in total assets across its 1,223 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,223 customer accounts, 50% are associated with high-net-worth investors who have greater than $1 million in assets. Financial Alternatives, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on the type of financial services provided. However, fees billed by Financial Alternatives, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Alternatives, Inc Brokerage Details
$458,983,612
13
1,223
$375,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Craig Hillegas Work History
Craig has been registered as a financial advisor for 1 years.*
Financial Alternatives, Inc
Hillegas Advisory Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Hillegas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Alternatives, Inc
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
