Firm
Hill Island Financial
Grand Rapids, Michigan
Fee-only
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | hillislandfinancial.com |
| Phone | (616) 977-2639 |
Hill Island Financial fees
Hill Island Financial 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 · Fixed fees |
|---|---|
| Assets managed | $624 million |
| Individual clients | 41 |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 313469 |