Firm
Andrew Hill Investment Advisors
Naples, Florida
Fee-only
Andrew Hill Investment Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 4 employees and 240 individual clients, 60 of them high net worth.
- Its average account is about $472,000 (assets it manages divided by its 490 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Naples, Florida |
|---|---|
| Website | responsibleadvisors.com |
| Phone | (239) 450-3999 |
Andrew Hill Investment Advisors fees
Andrew Hill Investment Advisors 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. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $231 million |
| Individual clients | 180 |
| High-net-worth clients | 60 |
| Accounts managed | 490 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-121563) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 141590 |