# Kent Addis

> Kent Addis is a fee-only financial advisor at Addis & Hill, Inc. in Wayne, Pennsylvania, who holds the BS credential. Kent charges a percentage of assets and an ongoing planning fee (typically works with clients with $1,500,000 or more) and focuses on retirement planning, tax planning and pension planning.

Page: https://find.wellspent.co/advisors/kent-addis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Addis & Hill, Inc.
- **Based in:** Wayne, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** typically works with clients with $1,500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $254.0M across 412 accounts
- **Credentials:** BS
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 2060842 (https://adviserinfo.sec.gov/individual/summary/2060842)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1990), Series 65 (1995)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://addishill.com

## Frequently asked questions

### Is Kent Addis a fee-only financial advisor?

Yes. Kent Addis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kent's firm.

### How does Kent charge for financial advice?

Kent charges a percentage of assets and an ongoing planning fee.

### How much does Kent charge?

According to Addis & Hill, Inc.'s website, checked October 28, 2026: typically works with clients with $1,500,000 or more.

### Where is Kent Addis based?

Kent Addis is based in Wayne, Pennsylvania.

### What does Kent specialize in?

Kent's specialties include retirement planning, tax planning and pension planning. Kent works with pre-retirees and retirees.

### What credentials does Kent Addis hold?

Kent Addis holds the BS credential.

### Is Kent Addis registered with the SEC?

Yes. Kent Addis is registered as an investment adviser representative in PA and TX (CRD 2060842), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Addis & Hill, Inc. manage?

Addis & Hill, Inc. reports $254.0M across 412 accounts in assets under management.

### How do I contact Kent Addis?

Through Kent's website, addishill.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/259): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://addishill.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.