Park Hill Financial Planning & Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,328,717
Total clients
23
78% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$3,014,292
About
Park Hill Financial Planning & Investment Management is an independent, fee-only advisory firm operated by a single advisor that provides comprehensive financial planning, hourly planning, and ongoing investment management to individual and high-net-worth clients. The firm offers one-time financial plans, ongoing planning engagements, and continuous discretionary portfolio management, and it may refer clients to unaffiliated third‑party professionals and outside managers for implementation.
The firm’s investment process emphasizes asset allocation and modern portfolio theory while employing both passive and active strategies, with fundamental and technical analysis used to select funds and individual securities. Portfolios are managed under written investment policy statements, client-imposed restrictions are accommodated in writing, and the firm provides periodic reviews and a tailored client service cadence for ongoing monitoring.
Noteworthy aspects relative to peers include a concentrated client base and asset level—managing roughly $69 million for about two dozen clients—indicating a focus on higher‑net‑worth wealth‑management relationships rather than a broad retail clientele. Operationally, the firm requires use of its recommended institutional custodian and permits direct fee deduction (resulting in constructive custody), and it offers both fixed‑fee planning and hourly engagements alongside its AUM advisory service and use of outside managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Initial Financial Planning Service: $7,500 fixed fee (negotiable)
$0 - $1,500,000: 1.00% annually over $1,500,000+: $15,000 annual fixed fee
$400 per hour for Hourly Financial Planning Service (negotiable)
Account minimum: $1,000,000 (may be reduced or waived on a case-by-case basis) Fee-only: Fixed fee for Initial Financial Planning Service: $7,500 (negotiable); Hourly Financial Planning Service: $400 per hour (negotiable)
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.
Main office location
Park Hill Financial Planning & Investment Management, LLC
Denver CO, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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