Hill Country Group

Wealth Management Firm in Kendall County, TX

Firm Info
Address: 2 Spencer Rd #102, Boerne, TX 78006, USA
Website:
Phone: (830) 815-2000

Firm Size
Assets Under Management: $136.7 million
# of Advisors: 5
# of Clients: 429
Client to Advisor Ratio: 86:1
Average Account Size: $318,537
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Hill Country Group Overview

Hill Country Group is a fee-based registered investment advisory firm that has been in business since 2021. The firm is headquartered in Boerne, TX and offers a range of services to its clients. As a broker-dealer representative and insurance broker/agent, Hill Country Group provides investment advice to its clients. The firm offers financial planning services, portfolio management for individuals and small businesses, and pension consulting services. With a focus on helping its clients achieve their financial goals, Hill Country Group works closely with each client to create a customized plan that takes into account their unique needs and circumstances. As a fee-based firm, Hill Country Group is committed to providing transparent and fair pricing to its clients. This means that the firm's fees are based on the services provided, rather than on commissions or other incentives. With a focus on building long-term relationships with its clients, Hill Country Group is dedicated to providing high-quality service and helping its clients achieve their financial objectives.

HILL COUNTRY GROUP serves a diverse range of client types, including individuals, high net worth individuals, and a variety of other corporation types not otherwise specified. These clients are represented across a broad spectrum of industries and come to HILL COUNTRY GROUP seeking expert financial advice and guidance. The firm offers several different fee structures to accommodate the unique needs of its client base. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM), pay hourly rates for consulting services, or be charged fixed fees for specific projects or engagements. Each of these structures is designed to be flexible and transparent, ensuring clients always know what they are paying for and how much they can expect to be charged. Additionally, HILL COUNTRY GROUP's reputation for excellence in financial advising means that clients can be confident they are receiving top-quality service at a price that makes sense for their individual needs and goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for HILL COUNTRY GROUP does not mention anything about their investment minimum. Therefore, it is unclear what the minimum investment amount is for this firm. Potential clients and investors should contact HILL COUNTRY GROUP directly to learn more about their investment requirements and to discuss any investment needs or goals.

How This Office Can Help Kendall County, TX Residents

Hill Country Group is a financial planning firm that assists clients in Kendall County, TX, with a wide range of financial situations. Many individuals living in Kendall County may be facing retirement planning, savings and investment management, or estate planning. Hill Country Group helps clients identify their financial goals and create an actionable plan to achieve them. In addition to retirement and estate planning, Hill Country Group also offers assistance with tax planning and preparation, investment management, insurance planning, and college planning. As Kendall County is an area with many ranches and farms, the firm also offers expertise in agricultural tax and estate planning. The team at Hill Country Group works closely with clients to understand their unique financial situations and provides personalized solutions to help them achieve their goals. With years of experience and a commitment to service, Hill Country Group is a trusted partner for financial planning in Kendall County.


Services Offered by Hill Country Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hill Country Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2 Spencer Rd #102, Boerne, TX 78006, USA
Phone (830) 815-2000
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Hill Country Group is registered to service clients in the following states:

  • Texas

Disciplinary History

Hill Country Group does not have any disclosures. Please visit it's Form ADV for more details.