Hilpan Moxie Wealth Management, LLC

W E A L T H M A N A G E M E N T, L L C FIRM BROCHURE (ADV PART 2A) June 25, 2026 Hilpan Moxie Wealth Management, LLC 13 Woodland Drive Irvine, CA 92604 Phone: 949-559-1852 ■ Toll: 877-366-3553, ext. 1 ■ Fax: 949-209-2518 ■ Email: don.hilario@hilpanmoxie.com This brochure provides information about the qualifications and business practices of Hilpan Moxie Wealth Management, LLC. If you have any questions about the contents of this brochure, please contact Don Douglas Hilario, CFP® at (949) 559-1852 or don.hilario@hilpanmoxie.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Hilpan Moxie Wealth Management, LLC is an SEC registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. The written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser. Additional information about Hilpan Moxie Wealth Management, LLC is available on the SEC’s website www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for the Firm is 159966.  2. MATERIAL CHANGES Since the last ADV Part 2A, dated March 16, 2026, there has been the following material update to this ADV Part 2A: • The Firm submitted for registration with the Securities and Exchange Commission (“SEC”). Hilpan Moxie Wealth Management, LLC Page 2 ADV Part 2A  TABLE OF CONTENTS Item 1. Cover Page ........................................................................................................................ 1 Item 2. Material Changes .............................................................................................................. 2 Item 3. Table of Contents .............................................................................................................. 3 Item 4. Advisory Business ............................................................................................................. 4 Item 5. Fees and Compensation .................................................................................................... 5 Item 6. Performance-Based Fees and Side-By-Side Management............................................. 7 Item 7. Types of Clients ................................................................................................................. 7 Item 8. Methods of Analysis, Investment Strategies and Risk of Loss ...................................... 7 Item 9. Disciplinary Information .................................................................................................. 9 Item 10. Other Financial Industry Activities and Affiliations ................................................ 10 Item 11. Code of Ethics, Participation or Interest in Client Transactions and Personal Trading......................................................................................................................................... 10 Item 12. Brokerage Practices ...................................................................................................... 12 Item 13. Review of Accounts ....................................................................................................... 13 Item 14. Client Referrals and Other Compensation ................................................................. 14 Item 15. Custody .......................................................................................................................... 14 Item 16. Investment Discretion ................................................................................................... 14 Item 17. Voting Client Securities ................................................................................................ 14 Item 18. Financial Information ................................................................................................... 14 Item 19. Requirements for State-Registered Advisers .............................................................. 15 Hilpan Moxie Wealth Management, LLC Page 3 ADV Part 2A  4. ADVISORY BUSINESS A. OWNERSHIP/ADVISORY HISTORY Hilpan Moxie Wealth Management, LLC (“Hilpan Moxie”) is a California corporation. Hilpan Moxie was originally registered as a California investment adviser under the name of Donald D. Hilario on February 10, 2012. The firm changed to Hilpan Moxie Wealth Management, LLC in November 2012. The firm is wholly owned by Donald D. Hilario CFP®. (Don Douglas Hilario, CFP®). Additional information about Mr. Hilario can be found in Item 19. B. ADVISORY SERVICES OFFERED Hilpan Moxie provides clients with a financial plan and portfolio management services for one fee. Prior to the Adviser-Client relationship, Hilpan Moxie may offer a complimentary general consultation to discuss services available, to give a prospective client time to review services desired, and to determine the possibility of a potential relationship. Investment advisory services begin only after the client and Hilpan Moxie formalize the relationship with a properly executed client Agreement. After engaging Hilpan Moxie, the client will be asked to share in a data gathering and discovery process in an effort to determine the client’s stated needs, goals, intentions, time horizons, risk tolerance and investment objectives. With this information Hilpan Moxie will create a written financial plan for the client. The written financial plan will be tailored to the client’s specific situation, and it may cover a variety of topics such as financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, goal setting, or other needs as identified by the client and Hilpan Moxie. At the conclusion of the financial planning portion of the investment advisory service the client will receive a written financial plan. After receiving the financial plan, Hilpan Moxie and the client will create a customized portfolio that Hilpan Moxie will manage for the client. Similar to the unique written financial plan, Hilpan Moxie will work with the client to formulate an individualized portfolio based upon his/her objectives, time frame, risk parameters and other investment considerations. The portfolio may contain stocks, bonds, mutual funds, exchange traded funds or other investment products that are agreed upon by the client. Hilpan Moxie will actively manage and review all client accounts, where accounts are monitored on a monthly basis. Typically, financial planning and portfolio management are offered together for one fee. However, Hilpan Moxie offers each as a standalone service (i.e., clients may request financial planning without portfolio management services or clients may request portfolio management services without the financial planning component). Hilpan Moxie Wealth Management, LLC Page 4 ADV Part 2A  C. TAILORED SERVICES Advisory services are individualized to each client. However, Hilpan Moxie generally does not allow clients to place restrictions on the types of securities held in their accounts, though Don Hilario, as Principal of Hilpan Moxie, strives to accommodate client requests where practical and possible. D. WRAP PROGRAM Hilpan Moxie does not sponsor or participate in a wrap program. E. CLIENT ASSETS MANAGED As of June 18, 2026, Hilpan Moxie managed $100,359,897 in assets, with $71,241,067 on a discretionary basis and $29,118,830 on a non-discretionary basis. 5. FEES AND COMPENSATION A. FEES AND COMPENSATION Financial Planning Services Hilpan Moxie provides financial planning services for a flat-fee rate basis of $6,750. HMWM solely reserves the right to charge lower fees at the firm’s discretion. Financial Planning services will include preparation and research, areas to be specified and estimated in the written agreement for services, as well as one plan revision. The fixed fee can be negotiated with the client. All fees for planning services are agreed upon in advance in writing with the fees being assessed quarterly in advance with the first payment due upon signing. Financial Planning and Portfolio Management Services For clients requesting financial planning and portfolio management services, it is offered for one negotiated annual fee. The annual fee is based upon a percentage of assets under management and it can range from .85% to 1.75%. The annual fee is calculated, accrued, and collected on a quarterly basis in arrears. The annual fee can be negotiated based upon the complexity of the client’s financial situation, the net worth of the individual or business, the estimate of hours involved, including preparation and research, areas to be specified for financial planning, number of accounts to be managed and size of the accounts to be managed. Also, the fee may be lower for clients who do not request or want a financial plan. Hilpan Moxie Wealth Management, LLC Page 5 ADV Part 2A  Please refer to the tiered schedule: Minimum Balance Maximum Balance Annual Fee $0 $250,000 1.75% $250,001 $450,000 1.50% $450,001 $800,000 1.35% $800,001 $1,000,000 1.25% $1,000,001 $2,000,000 1.00% $2,000,001 Up 0.85% Comparable Services Disclosure Clients should note that lower fees for comparable services may be available from other sources. Termination of Advisory Services A client may terminate this service for any reason within the first five (5) business days after signing the contract without any cost or penalty. Thereafter, the contract may be terminated at any time by giving ten (10) days written notice to Hilpan Moxie at 13 Woodland Drive, Irvine, CA 92604. For financial planning services, after the first five (5) business days, written termination will result in a pro-rated refund of any prepaid and unearned fee to the client based upon the number of hours worked on the financial plan at rate of $300 per hour. B. FEES DEDUCTION The client will be asked to authorize Hilpan Moxie with the ability to deduct fees directly from the client’s account. This authorization will be to deduct Hilpan Moxie’s management fee only. Prior to deducting the fee, Hilpan Moxie will send a billing statement (invoice) to the client that indicates the fee to be withdrawn and how it was calculated from the account. A client may object to the deduction of the management fees from the Account by notifying Hilpan Moxie at the address or telephone number shown on each billing statement or by notifying client’s custodian. In addition to the billing statement, the client’s custodian will also send a quarterly statement indicating the amount of fees withdrawn from the client’s Account. Hilpan Moxie urges each client to carefully review such statements and compare them to the invoice provided. C. OTHER FEES AND EXPENSES Hilpan Moxie’s fee is separate and distinct from brokerage fees, transaction fees, and other related costs and expenses that are incurred by the client. Clients may incur certain charges imposed by custodians, brokers, third party investment and other third parties such as fees Hilpan Moxie Wealth Management, LLC Page 6 ADV Part 2A  charged by managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual funds and exchange traded funds also charge internal management fees, as disclosed in a fund’s prospectus, which are separate and distinct from the fee. Such charges, fees and commissions are exclusive of and in addition to our fee. We do not receive any portion of these commissions, fees, and costs. For additional information on our brokerage practices please see Item 12, below. D. WHEN FEES ARE DEDUCTED The fee is collected on a quarterly basis at the beginning of each quarter. Exigent circumstances may require a closing date very near the end of the quarter. E. OTHER SECURITIES COMPENSATION Hilpan Moxie does not receive any other securities compensation for providing investment advisory services to clients. 6. PERFORMANCE-BASED FEES AND SIDE BY SIDE MANAGEMENT Hilpan Moxie does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client). 7. TYPES OF CLIENTS Hilpan Moxie serves a diverse clientele, including professionals across various industries. A portion of the firm’s assets under management (AUM) consists of clients from the technology sector, among others. Client meetings are conducted based on individual preferences, either in person at designated locations or via secure video conferencing platforms. Hilpan Moxie generally requires a minimum account size of $1,000,000 for new clients. However, the firm may consider accounts below this threshold on a case-by-case basis at its sole discretion. 8. METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND RISK OFLOSS A. METHODS OF ANALYSIS AND INVESTMENT STRATEGIES Hilpan Moxie’s method of analysis is a combination of technical, fundamental and asset allocation. Technical Analysis – Technical Analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity. The risk associated with technical analysis is that there is no broad consensus among technical traders on the best method of identifying future price movements. Hilpan Moxie Wealth Management, LLC Page 7 ADV Part 2A  Fundamental Analysis – Fundamental analysis is a technique that attempts to determine a security’s value by focusing on underlying factors that affect a company's actual business and its future prospects. The analysis is performed on historical and present data. On a broader scope, one can perform fundamental analysis on industries or the economy as a whole. The term refers to the analysis of the economic well-being of a financial entity as opposed to only its price movements. The risk associated with fundamental analysis is that despite that appearance that a security is undervalued, it may not rise in value as predicted. Asset Allocation – Asset Allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon among various asset classes. The asset classes typically include equities, fixed-income, cash, and cash equivalents. Each class has different levels of risk and return, so each will behave differently over time. The risk associated with asset allocation is that despite being diversified there is no guarantee an account will rise in value. B. RECOMMENDED SECURITIES AND INVESTMENT RISKS Hilpan Moxie may use a variety of securities in a client’s portfolio. They may include, but are not limited to, the following: Exchange Traded Funds (“ETFs”), Managed Mutual Funds such as Large Cap Growth, Large Cap Value, Mid Cap Growth, Mid Cap Value, Small Cap Growth, and Small Cap Value; ADRs; Stocks; Bonds; Domestic Real Estate; Foreign Real Estate; Commodities; Options; Precious Metals; Preferred Stock; High Yield Debt; Emerging Markets; Foreign Fixed Income; Domestic Fixed Income; Money Market Funds and Cash. All investments bear different types and degrees of risk and investing in securities involves risk of loss that clients should be prepared to bear. While Hilpan Moxie recommends various securities that are designed to provide appropriate investment diversification, some investments have significantly greater risks than others. Obtaining higher rates of return on investments entails accepting higher levels of risk. Recommended investment strategies and securities seek to balance risks and rewards to achieve investment objectives. Clients need to ask questions about risks they do not understand. Hilpan Moxie encourages such on-going dialogue and would be pleased to discuss them. Hilpan Moxie strives to render its best judgment on behalf of its clients. Still, it cannot assure or guarantee clients that investments will be profitable or assure that no losses will occur in an investment portfolio. Past performance is an important consideration with respect to any investment or investment adviser but is not a reliable predictor of future performance. Hilpan Moxie continuously strives to provide outstanding long-term investment performance, but many economic and market variables beyond our control can affect the performance of an investment portfolio. An investment could lose money over short or even long periods. A client should expect his/her account value and returns to fluctuate within a wide range, like the fluctuations of the overall stock and bond markets. The client’s account performance could be hurt by: Hilpan Moxie Wealth Management, LLC Page 8 ADV Part 2A  • Stock market risk: The chance that stock prices overall will decline. Stock markets tend to move in cycles, with periods of rising stock prices and periods of falling stock prices. • Interest rate risk: The chance that bond prices overall will decline because of rising interest rates. Interest rate risk will vary for the client, depending on the amount of client assets invested in bonds. • Manager risk: The chance that the proportions allocated to the various securities will cause the client’s account to underperform relevant to benchmarks or other accounts with a similar investment objective. • Active management fees risk: Active management strategies that involve frequent trading generate higher transaction costs that diminish the fund's return. In addition, the short- term capital gains resulting from frequent trades often have an unfavorable Income tax impact when such funds are held in a taxable account. • International Investing Risk: Investing in the securities of non-U.S. companies involves special risks not typically associated with investing in U.S. companies. Foreign securities tend to be more volatile and less liquid than investments in U.S. securities, and may lose value because of adverse political, social, or economic developments overseas or due to changes in the exchange rates between foreign currencies and the U.S. dollar. In addition, foreign investments are subject to settlement practices, and regulatory and financial reporting standards, that differ from those of the U.S. • Terrorism Risk: The chance that stock domestic and international stock prices will decline due to a terrorist event. • Political Risk: The chance that a change in government may affect stock prices of domestic or international stocks. • Natural Risks: The chance that a natural catastrophe (earthquakes, hurricanes, etc.) may affect stock prices of domestic or international stocks. • Artificial Intelligence and Machine Learning Risk. Certain service providers utilized by the Firm to service client accounts have artificial intelligence components. The use of artificial intelligence and machine learning includes increased risk of data inaccuracies and security vulnerabilities. Due to the rapid advancement of machine learning technologies, future risks related to artificial intelligence are unpredictable. As a measure to mitigate these risks to our clients, the Firm performs periodic due diligence of our service providers for assurance that the service providers have appropriate controls in place to protect our clients’ information and to limit data inaccuracies when artificial intelligence is used by the service provider. 9. DISCIPLINARY INFORMATION Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events within the past 10-years that would be material to a client’s evaluation of the Adviser or the integrity of its management. Hilpan Moxie has no disclosures. Hilpan Moxie Wealth Management, LLC Page 9 ADV Part 2A  10. OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS A. BROKER-DEALER AFFILIATIONS Neither Hilpan Moxie, nor Don Hilario are registered or have an application pending to register, as a broker-dealer or a registered representative of a broker-dealer. B. FUTURES/COMMODITIES FIRM AFFILIATION Neither Hilpan Moxie, nor Don Hilario are registered, or have an application pending to register as a futures commission merchant, commodity pool operator, a commodity trading advisor, or an associated person of the foregoing entities. C. OTHER INDUSTRY AFFILIATIONS Neither Hilpan Moxie, nor Don Hilario are affiliated with any other financial industry companies. D. SELECTION AND MONITORING OF THIRD-PARTY INVESTMENT ADVISERS Hilpan Moxie does not offer Selection and Monitoring of Third-Party Investment Advisers as a service. 11. CODE OF ETHICS, PARTICIPATION OR INTEREST IN CLIENT TRANSACTIONSAND PERSONAL TRADING A. DESCRIPTION Hilpan Moxie’s Code of Ethics establishes ideals for ethical conduct upon fundamental principles of openness, integrity, honesty, and trust. Hilpan Moxie will provide a copy of its Code of Ethics to any client or prospective client upon request. Hilpan Moxie’s Code of Ethics covers all supervised persons, and it describes the high standard of business conduct, and fiduciary duty to clients. The Code of Ethics includes provisions relating to the confidentiality of client information, a prohibition on insider trading, a prohibition of rumor mongering, restrictions on the acceptance of significant gifts and the reporting of certain gifts and business entertainment items, and personal securities trading procedures, among other things. All supervised persons must acknowledge the terms of the Code of Ethics annually, or as amended. CERTIFIED FINANCAL PLANNER™ Professionals, such as Mr. Hilario, adheres to the Certified Financial Planner Board of Standards, Inc. principles, which state: Principle 1 – Integrity Advisors will provide professional services with integrity. Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. Advisors are placed in positions of trust by clients, and the ultimate source of that trust is the advisor’s personal integrity. Allowance can be made for innocent error and legitimate differences of opinion, but integrity cannot co-exist with deceit or subordination of one’s principles. Hilpan Moxie Wealth Management, LLC Page 10 ADV Part 2A  Principle 2 – Objectivity Advisors will provide professional services objectively. Objectivity requires intellectual honesty and impartiality. Regardless of the particular service rendered or the capacity in which an advisor functions, advisors should protect the integrity of their work, maintain objectivity and avoid subordination of their judgment. Principle 3 – Competence Advisors will maintain the necessary knowledge and skill to provide professional services competently. Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients. Competence also includes the wisdom to recognize the limitations of that knowledge and when consultation with other professionals is appropriate or referral to other professionals necessary. Advisors make a continuing commitment to learning and professional improvement. Principle 4 – Fairness Advisors will be fair and reasonable in all professional relationships. Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest. It involves a subordination of one’s own feelings, prejudices, and desires so as to achieve a proper balance of conflicting interests. Fairness is treating others in the same fashion that you would want to be treated. Principle 5 – Confidentiality Advisors will protect the confidentiality of all client information. Confidentiality means ensuring that information is accessible only to those authorized to have access. A relationship of trust and confidence with the client can only be built upon the understanding that the client’s information will remain confidential. Principle 6 – Professionalism Advisors will act in a manner that demonstrates exemplary professional conduct. Professionalism requires behaving with dignity and courtesy to clients, fellow professionals, and others in business-related activities. Advisors cooperate with fellow advisors to enhance and maintain the profession’s public image and improve the quality of services. Principle 7 – Diligence Advisors will provide professional services diligently. Diligence is the provision of services in a reasonably prompt and thorough manner, including the proper planning for, and supervision of, the rendering of professional services. B. PARTICIPATION OR INTEREST IN CLIENT TRANSACTIONS Hilpan Moxie Wealth Management, LLC Page 11 ADV Part 2A  Hilpan Moxie does not have a material interest in any securities. PERSONAL TRADING C. On occasion the firm’s owner, Mr. Hilario, may buy or sell for his own accounts securities that are the same as, similar to, or different than those that he recommends to his clients for purchase or sale. Differences can arise due to variations in personal goals, investment horizons, risk tolerance, and the timing of purchases and sales. Mr. Hilario attempts to mitigate the conflict of interest to the best of his ability through the enactment of a code of ethics, trading policies, and his fiduciary responsibilities. Nonetheless, Mr. Hilario generally attempts to place client transactions ahead of proprietary trades. Mr. Hilario is aware of his fiduciary duty to his clients and the prohibitions against the use of any insider information. Records of his proprietary trading activities will be kept and made available to regulators to review on the premises. BROKERAGE PRACTICES 12. A. RECOMMENDATION CRITERIA When Hilpan Moxie recommends custodians, it will seek broker-dealers who offer competitive commission costs together with reliable services. A client’s choice of another broker-dealer is acceptable if proven feasible. Hilpan Moxie requests you utilize the brokerage and custodial services of Wells Fargo Clearing (“WFCS”) who uses TradePMR to execute and trade securities. Clients who have non- discretionary accounts with Hilpan Moxie may be asked to consider Charles Schwab & Co., Inc., (“Schwab”), Vanguard (“Vanguard”), or Empower (“Empower”), for which we have an existing relationship. Hilpan Moxie and their custodians are not affiliated companies. In considering which independent qualified custodian will be the best fit for Hilpan Moxie’s business model, we are evaluating the following factors, which is not an all-inclusive list:  Financial strength  Reputation  Reporting capabilities  Execution capabilities  Pricing, and  Types and quality of research Hilpan Moxie has and continues to recommend TradePMR for securities transactions. Hilpan Moxie recognizes its fiduciary responsibility in negotiating brokerage commissions, assuring best execution practices, and assuring adequate investment availability/inventory on behalf of its clientele. It does not receive compensation with respect to execution of these trades. In some instances, a client may incur a ticket charge for the sale and purchase of securities. NOTE: Clients may be able to obtain lower commissions and fees from other brokers, and the value of products, research and services given to the applicant is not a factor in determining the selection of broker/dealers or the reasonableness of their commissions. i. RESEARCH AND SOFT DOLLARS Hilpan Moxie Wealth Management, LLC Page 12 ADV Part 2A  “Soft dollars” are defined as a form of payment investment firms can use to pay for goods and services such as subscriptions or research. When an investment firm gives its business to a particular brokerage firm, the brokerage firm in return can agree to use some of its revenue to pay for these types of services. Hilpan Moxie does not receive “soft dollars” from any vender, service provider or custodian in exchange for its placement of brokerage services. ii. BROKERAGE FOR CLIENT REFERRALS Hilpan Moxie does not receive client referrals or any other incentive from any independent broker-dealer for execution of client transactions. iii. DIRECTED BROKERAGE Some clients may direct Hilpan Moxie to a specific broker-dealer to execute securities transactions for their accounts. When so directed, the firm may not be able to effectively negotiate lower brokerage commissions or achieve best execution on clients’ transactions. This can result in substantially higher fees, charges, or dealer concessions in one or more transactions for the clients’ account because the Adviser cannot negotiate favorable prices. B. TRADE AGGREGATION Trading multiple accounts for the same security is referred to as aggregate or block trading. When orders are aggregated, each participating account would receive the average share price for the transaction and bear a proportionate share of all transaction costs, based upon each account’s participation in the transaction, subject to the adviser’s discretion depending on factual or market conditions. Clients participating in block trading may include proprietary or related accounts. Such accounts are treated as client accounts and are neither given preferential nor inferior treatment versus other client accounts. Allocations of orders among client accounts must be made in a fair and equitable manner. Be advised, Hilpan Moxie does not currently engage in aggregate or block trading. REVIEW OF ACCOUNTS 13. A. PERIODIC REVIEWS Mr. Hilario, the owner, reviews each client’s statement from his/her custodian on a monthly basis. In addition to this review, Mr. Hilario meets (by phone or in person) with clients on a quarterly basis to discuss and review their accounts. B. OTHER REVIEWS Additional reviews are conducted periodically depending on market conditions, economic or political events, or by changes in a client’s financial situation (such as retirement, termination of employment, physical move, or inheritance). C. REPORTS A written financial plan is provided to each client at the end of the financial planning portion of the end of the engagement. Portfolio Management clients receive at least quarterly statements from their custodian. Hilpan Moxie urges clients to carefully review such statements. Hilpan Moxie Wealth Management, LLC Page 13 ADV Part 2A  14. CLIENT REFERRALS AND OTHER COMPENSATION A. OTHER COMPENSATION Hilpan Moxie does not receive extra compensation or any other economic benefit for providing investment advice or other advisory services to clients. B. CLIENT REFERRALS Hilpan Moxie does not pay for client referrals or use solicitors. 15. CUSTODY All client funds, securities and accounts are held at third-party custodians. Hilpan Moxie does not take possession of a client’s securities. Clients should receive quarterly statements from the broker dealer, bank or other qualified custodian that holds and maintains client’s investment assets. Each client will also receive at least quarterly an invoice from TradePMR that details all asset management fees charged to the clients’ account. Hilpan Moxie urges clients to carefully review such statements. 16. INVESTMENT DISCRETION Hilpan Moxie’s investment management services include discretionary authority, which is granted when a client signs an investment management agreement granting that power. The discretionary investment management agreement contains a limited power of attorney. The agreement allows Hilpan Moxie to buy and/or sell selected securities, within the tolerance agreed to by the client, and in the amounts it deems suited to the agreed upon portfolio structure. It also allows Hilpan Moxie to place each such trade without the client’s prior approval. In all cases, however, such discretion is to be exercised in a manner consistent with the stated investment objectives for the particular client account, and any other investment policies, limitation, or restrictions. 17. VOTING CLIENT SECURITIES Hilpan Moxie will not be responsible for responding to proxies that are solicited with respect securities held in clients' accounts. All proxy solicitation materials are sent directly to the client from the issuing company. In the event a client has a question about a proxy solicitation, the client should contact the issuer of the security. 18. FINANCIAL INFORMATION A. BALANCE SHEET Hilpan Moxie does not require or solicit prepayment of more than $1,200 in fees per client, six months or more in advance. Therefore, Hilpan Moxie does not have to provide a balance sheet. Hilpan Moxie Wealth Management, LLC Page 14 ADV Part 2A  B. FINANCIAL CONDITION Registered investment advisers are required in this Item to provide to clients with certain financial information or disclosures about the firm’s financial condition. Hilpan Moxie does not have a financial commitment that impairs its ability to service its clients. C. BANKRUPTCY Neither Hilpan Moxie, nor Don Hilario, have ever been the subject of a bankruptcy proceeding. 19. REQUIREMENTS FOR STATE-REGISTERED ADVISERS This section is not applicable because the firm is registered with the U.S. Securities and Exchange Commission. (END) Hilpan Moxie Wealth Management, LLC Page 15 ADV Part 2A