Hillcrest Financial Group

Hillcrest Financial Group (formerly Botto Financial Planning and Cornerstone Financial Group) provides advice for a reasonable fee. We can help you create a savings and investment plan so you know where to put your extra income. We can also help with various aspects of your financial life including debt management (student loan planning), tax planning, and investment strategies. Our goal is to determine the most efficient and flexible way for clients to reach their financial goals and build wealth.

To schedule a free consultation Wesley Botto, click here.

Fee Structure:

Flat fee, project based, or based on assets under management

Investment Management:

Account Size Maximum Annual Fee
First $1,000,000 1.00%
Next $1,000,000 0.90%
Next $1,000,000 0.75%
Next $1,000,000 0.50%
Above $10,000,000 0.40%

Financial Planning only: $1500- $2500 depending on work provided
Hourly / Retainer Fee: $250/hour
Commissions on insurance products
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser