D.H. Hill Advisors, Inc. logo

D.H. Hill Advisors, Inc.

Updated today

Client assets under management

$200,904,589

Clients

916

3% high-net worth

Advisors

17

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

54

Typical

Average account size

$219,328

About

D.H. Hill Advisors provides wealth-management services including financial planning and discretionary and nondiscretionary investment management to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, corporations, foundations and trusts. The firm also offers retirement‑plan consulting, a national accounts platform, self‑directed 401(k) services, and access to certain alternative investments and insurance‑related advice.

The firm manages assets through a mix of firm‑level, directly managed strategies overseen by an Investment Committee and advisor‑managed custom portfolios on its Direct and Connect platforms, and it engages unaffiliated sub‑advisers for limited discretionary mandates. Disclosed methods include tactical asset allocation, quantitative and technical analysis, and tax‑aware techniques such as tax‑loss harvesting, with the firm noting that tax outcomes and performance are not guaranteed.

The brochure highlights several features that are less common among multi‑team advisers: senior management maintains affiliated broker‑dealer and insurance entities and the firm discloses that its CEO is also a licensed real‑estate broker, which the firm identifies as creating potential conflicts overseen by internal controls. The firm also discloses past referrals to a private placement in which senior personnel were investors and that some clients remain invested, and it describes policies for addressing outside business activities and related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning may be charged as flat fees; typical minimum $500.

Percentage

$0 - $2,000,000: 1.25% (Financial Planning & Investment Management) $2,000,000 - $5,000,000: 1.00% (Financial Planning & Investment Management) $5,000,000 - $10,000,000: 0.85% (Financial Planning & Investment Management) Greater than $10,000,000+: Negotiable (Financial Planning & Investment Management) $0 - $2,000,000: 1.00% (Investment Management Only) $2,000,000 - $5,000,000: 0.85% (Investment Management Only) $5,000,000 - $10,000,000: 0.75% (Investment Management Only) Greater than $10,000,000+: Negotiable (Investment Management Only) $0 - $2,000,000: 0.50% (Financial Planning Only) $2,000,000 - $5,000,000: 0.40% (Financial Planning Only) $5,000,000 - $10,000,000: 0.30% (Financial Planning Only)

Commissions

Certain IARs may receive commissions for securities and insurance products sold through affiliated broker-dealer or insurance agency.

Project-based

Financial planning hourly rates range from $200 to $500 per hour.

Other

Minimum fee: Financial Planning minimum fee typically $500, exceptions case-by-case. Fee-only: Financial planning fees charged as flat fee, hourly ($200-$500 per hour), or percentage of assets under advisement; fees negotiated individually.

Main office location

D.H. Hill Advisors, Inc.

1543 Green Oak Place, Suite 100

Kingwood TX 77339, United States

Number of offices

14

Most active in

Arizona · California · Colorado · Delaware · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward L

Series 66

York, NE

D.H. Hill Advisors, Inc.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Taylor H

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Jarrett G

Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Kevin L

Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Kevin Lybrand is a Series 65-licensed financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, bringing one year of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and spent seven years with the Texas Department of Public Safety. Outside of his advisory role, Lybrand teaches online classes at Jacksonville Junior College and Cedarville University, leads worship services at Emerald Bay Community Church, and works as a security guard for Probitas Security Solutions, LLC. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent representatives through dual platforms that offer both committee-constructed and individually managed portfolios, employing a mix of tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Robert D

Series 66

Clermont, FL

D.H. Hill Advisors, Inc.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Philip H

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Francisco I

Series 66

San Diego, CA

D.H. Hill Advisors, Inc.

Francisco Ibarra is a financial advisor with D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Sleeve Financial, Uber, Lyft, and Axa Advisors. Outside of advising, he manages a property management business and works part-time as a bartender. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and foundations. The firm offers a range of investment approaches through multiple platforms, combining tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Noor A

CFP®, Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Noor Amirali is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2009. His background includes roles at both D.H. Hill Advisors and its affiliated broker-dealer, D.H. Hill Securities. Outside of his advisory work, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management strategies, supporting independent Investment Adviser Representatives through distinct operating platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Cheryl S

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Brian H

Series 66

Montgomery, TX

D.H. Hill Advisors, Inc.

Brian Hagen is a financial advisor with D.H. Hill Advisors, Inc. in Montgomery, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at D.H. Hill Securities, LLLP since 2016 and previously at ProEquities Inc and The Stevenson Group. Outside of his advisory role, he serves as president of Gallant Financial, an insurance-related business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of investment approaches through its multi-team platform, combining active and passive strategies with tax-management techniques under both discretionary and non-discretionary mandates.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Michael C

Series 63

Kingwood, TX

D.H. Hill Advisors, Inc.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Danny H

Series 63

Kingwood, TX

D.H. Hill Advisors, Inc.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

John B

CFP®, Series 65, Series 66

Richardson, TX

D.H. Hill Advisors, Inc.

John Brickhouse is a CFP® with 26 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2016. He has prior experience with Brokers International Financial Services and Brokers International Ltd. since 2012. Outside of advisory services, he is an independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides financial planning and portfolio management for individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent representatives through its dual operating platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Lawrence B

Series 63, Series 65

Bayside, NY

D.H. Hill Advisors, Inc.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with D.H. Hill Advisors and related entities since 2015 and has additional longstanding roles with Horter Investment Management, LLC and Capital Growth Corp, where he is involved full time in insurance, fixed annuities, and financial asset management. Bedard also serves as an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent advisers through two platforms offering a range of investment strategies, including tactical asset allocation, active and passive management, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")