William Brennan
Park Hill Financial Planning & Investment Management · Denver, Colorado
William Brennan is a fee-only financial advisor at Park Hill Financial Planning & Investment Management in Denver, Colorado, who holds the CFA and CFP credentials. Park Hill Financial Planning & Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Park Hill Financial Planning & Investment Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $69.3M across 105 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7001737 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | parkhillfp.com |
| Profile |
How William's firm compares
- Park Hill Financial Planning & Investment Management's average account is about $660,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about William
Is William Brennan a fee-only financial advisor?
Yes. William Brennan is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William's firm, Park Hill Financial Planning & Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Brennan based?
William Brennan is based in Denver, Colorado.
What credentials does William Brennan hold?
William Brennan holds the CFA and CFP credentials.
Is William Brennan registered with the SEC?
Yes. William Brennan is registered as an investment adviser representative in CO and TX (CRD 7001737), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Park Hill Financial Planning & Investment Management manage?
Park Hill Financial Planning & Investment Management reports $69.3M across 105 accounts in assets under management.
How do I contact William Brennan?
Through William's website, parkhillfp.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
- XY Planning Network directory listing : XYPN members are fee-only
- 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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