Kent Addis
Addis & Hill, Inc. · Wayne, Pennsylvania
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $254.0M across 412 accounts |
| Credentials | BS |
| SEC registration | Investment adviser representative in PA, TX · CRD 2060842 |
| Exams passed | Series 63 (1990) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | addishill.com |
| Profile |
How Kent's firm compares
- Addis & Hill, Inc.'s average account is about $616,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Kent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Addis & Hill, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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