Firm
Harbor Hills Financial Advisors
Montecito, California
Fee-only
Harbor Hills Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 141 individual clients, 7 of them high net worth.
- Its average account is about $485,000 (assets it manages divided by its 264 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Montecito, California |
|---|---|
| Website | harborhillsinc.com |
| Phone | (805) 698-8172 |
Harbor Hills Financial Advisors fees
Harbor Hills Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Performance-based fees |
|---|---|
| Assets managed | $128 million |
| Individual clients | 134 |
| High-net-worth clients | 7 |
| Accounts managed | 264 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-132064) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 312691 |