William Shorthill
Beacon Hill Investment Advisory · Dublin, Ohio
William Shorthill is a fee-only financial advisor at Beacon Hill Investment Advisory in Dublin, Ohio, who holds the CFP credential. Beacon Hill Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Beacon Hill Investment Advisory |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.7M across 297 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2709097 |
| Exams passed | Series 63 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.beaconhilladvisory.com |
How William's firm compares
- Beacon Hill Investment Advisory's average account is about $309,000, from its Form ADV (assets managed divided by 297 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Shorthill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Beacon Hill Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Beacon Hill Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Shorthill based?
William Shorthill is based in Dublin, Ohio.
What credentials does William Shorthill hold?
William Shorthill holds the CFP credential.
Is William Shorthill registered with the SEC?
Yes. William Shorthill is registered as an investment adviser representative in OH (CRD 2709097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Hill Investment Advisory manage?
Beacon Hill Investment Advisory reports $91.7M across 297 accounts in assets under management.
How do I contact William Shorthill?
Through William's website, www.beaconhilladvisory.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
- 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.
See something wrong? Request a correction. Read our methodology.