Greenhill Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,532,133
Total clients
105
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$243,163
About
Greenhill Financial Partners provides non‑discretionary investment advisory and financial planning services to individuals, families, and business entities, delivering portfolio recommendations through professionally managed model portfolios. The firm also offers specialized services such as divorce financial planning and guidance on fee‑only insurance and annuity solutions sourced for fiduciary advisers.
Its investment approach is grounded in Modern Portfolio Theory and a long‑term, goal‑based strategic asset allocation; Greenhill selects from third‑party model portfolios and, where appropriate, combines multiple models into Unified Managed Accounts on the Altruist platform. Portfolio changes require client approval and accounts are monitored regularly, with the firm relying on external managers rather than proprietary security selection.
Notably for a firm in this category, Greenhill places an explicit emphasis on client education and financial literacy, including outreach and educational support, and makes certain planning services available on an hourly basis rather than solely through asset‑based fees. The firm also requires clients to use a single custodial platform (Altruist), does not accept discretionary trading authority, and does not aggregate trades for multiple clients, which affects how it implements model‑based allocations compared with many peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Divorce financial planning: $200/hour; Financial planning hourly fees: $150 - $250/hour.
Fee-only: Fee-only fiduciary; no commissions or third-party compensation received.
Main office location
Greenhill Financial Partners
18 S Main St
Rutland VT 05701, United States
Number of offices
2
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")