Firm
Mountain Hill Investment Partners
Atlantic Highlands, New Jersey
Fee-only
Mountain Hill Investment Partners at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 155 individual clients, 48 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 328 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Atlantic Highlands, New Jersey |
|---|---|
| Website | mhipartners.com |
| Phone | (732) 291-3188 |
Mountain Hill Investment Partners fees
Mountain Hill Investment Partners 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 |
|---|---|
| Assets managed | $539 million |
| Individual clients | 107 |
| High-net-worth clients | 48 |
| Accounts managed | 328 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-85192) |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 175187 |
Advisors at this firm (3)
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