James Hill
Gatehill Financial Consulting · Charlotte, North Carolina
James Hill is a fee-only financial advisor at Gatehill Financial Consulting in Charlotte, North Carolina, who holds the CFP credential. Gatehill Financial Consulting reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Gatehill Financial Consulting |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2M across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2123007 |
| Exams passed | Series 63 (2024) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How James's firm compares
- Gatehill Financial Consulting's average account is about $400,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about James
Is James Hill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Gatehill Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Gatehill Financial Consulting, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Hill based?
James Hill is based in Charlotte, North Carolina.
What credentials does James Hill hold?
James Hill holds the CFP credential.
Is James Hill registered with the SEC?
Yes. James Hill is registered as an investment adviser representative in NC (CRD 2123007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gatehill Financial Consulting manage?
Gatehill Financial Consulting reports $2M across 5 accounts in assets under management.
How do I contact James Hill?
Contact details aren't on file yet. Search for Gatehill Financial Consulting.
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
- 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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