Blake Appell
Hill Island Financial · Grand Rapids, Michigan
Blake Appell is a fee-only financial advisor at Hill Island Financial in Grand Rapids, Michigan, who holds the CFP credential. Blake focuses on estate & legacy planning and tax planning. Hill Island Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Hill Island Financial |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $623.8M across 821 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6895029 |
| Exams passed | Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | hillislandfinancial.com |
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Questions about Blake
Is Blake Appell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Hill Island Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blake charge for financial advice?
Blake's firm, Hill Island Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Blake charge?
According to Hill Island Financial's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Blake Appell based?
Blake Appell is based in Grand Rapids, Michigan.
What does Blake specialize in?
Blake's specialties include estate & legacy planning and tax planning. Blake works with high earners and executives.
What credentials does Blake Appell hold?
Blake Appell holds the CFP credential.
Is Blake Appell registered with the SEC?
Yes. Blake Appell is registered as an investment adviser representative in MI and TX (CRD 6895029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hill Island Financial manage?
Hill Island Financial reports $623.8M across 821 accounts in assets under management.
How do I contact Blake Appell?
Through Blake's website, hillislandfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hill Island Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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