Firm
Quarry Hill Advisors
Minneapolis, Minnesota
Fee-only
Quarry Hill Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 203 individual clients, 132 of them high net worth.
- Its average account is about $377,000 (assets it manages divided by its 1,048 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|
Quarry Hill Advisors fees
Quarry Hill 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 · Fixed fees |
|---|---|
| Assets managed | $395 million |
| Individual clients | 71 |
| High-net-worth clients | 132 |
| Accounts managed | 1,048 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122010) |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 288334 |