Firm
Greenhill Financial Partners
Rutland, Vermont
Fee-only
Greenhill Financial Partners at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 106 individual clients.
- Its average account is about $90,000 (assets it manages divided by its 301 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Rutland, Vermont |
|---|---|
| Website | greenhillfp.com |
| [email protected] | |
| Phone | (802) 383-6700 |
Greenhill Financial Partners fees
Greenhill Financial Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 |
|---|---|
| Assets managed | $27 million |
| Individual clients | 106 |
| Accounts managed | 301 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 329924 |