Park Hill Financial Planning & Investment Management

Park Hill Financial Planning & Investment Management at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 23 individual clients, 18 of them high net worth.
• Its average account is about $660,000 (assets it manages divided by its 105 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Park Hill Financial Planning & Investment Management fees

Park Hill Financial Planning & Investment Management 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

Advisors at this firm (1)

• William Brennan

  CFA · CFP

Other fee-only firms in Denver

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Fee-only advisors in Colorado