Kyleshill Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$87,390,024
Clients
43
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$2,032,326
About
KylesHill Financial Planning works with individuals, business owners, trusts and charitable organizations, typically accepting accounts at or above a $500,000 guideline while retaining discretion to accept smaller relationships. The firm is fee-only and provides comprehensive financial planning and portfolio management services — including cash‑flow, insurance, business and estate planning — with fees charged as a percentage of assets under management.
The firm follows a long‑term asset allocation approach that balances growth (stock mutual funds and individual equities) and non‑growth (cash, money‑market and bond funds) assets, favors no‑load mutual funds, and rebalances to target allocations during regular reviews rather than attempting to time market movements. KylesHill monitors client accounts daily and uses Quicken, Morningstar and MoneyGuide for analysis and Monte Carlo planning, but typically implements trades only after obtaining client approval.
A notable and uncommon feature is that nearly all assets under management are treated as non‑discretionary — the brochure reports non‑discretionary AUM of $87,390,024 as of August 31, 2025 — meaning the firm retains trading authorization but chooses to secure client consent before executing trades. The practice also has a relatively small client roster (43 clients) for its level of AUM, provides specific quarterly deliverables (updated balance sheet, Morningstar reports, meeting notes and plan summaries), does not vote client proxies, and does not charge performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Life insurance needs analysis
Disability insurance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed-fee agreements exist for some long-term clients but are not available to new clients
$0 - $750,000: 0.75% $751,000 - $1,500,000: 0.50% $1,500,001+: 0.25%
Account minimum: $500,000 (typical minimum; discretion to accept smaller accounts) Minimum fee: $4,000 minimum annual fee Fee-only: Fee-only financial planning practice; no commissions received
Main office location
Kyleshill Financial Planning
3400 North High Street, Suite 210
Columbus OH 43202, United States
Number of offices
1
Most active in
Kyleshill Financial Planning has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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