Firm
Addis & Hill, Inc.
Wayne, Pennsylvania
Fee-only
Addis & Hill, Inc. at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the BS.
- Its Form ADV reports 6 employees and 159 individual clients, 73 of them high net worth.
- Its average account is about $616,000 (assets it manages divided by its 412 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Wayne, Pennsylvania |
|---|---|
| Website | addishill.com |
| [email protected] | |
| Phone | (610) 688-9500 |
Addis & Hill, Inc. fees
Addis & Hill, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $254 million |
| Individual clients | 86 |
| High-net-worth clients | 73 |
| Accounts managed | 412 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118276) |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 117495 |