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Park Hill Financial Planning & Investment Management, LLC

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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

Fixed

Initial Financial Planning Service: $7,500 fixed fee (negotiable)

Percentage

$0 - $1,500,000: 1.00% annually over $1,500,000+: $15,000 annual fixed fee

Project-based

$400 per hour for Hourly Financial Planning Service (negotiable)

Other

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

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

Business activities & affiliations

Main office location

Park Hill Financial Planning & Investment Management, LLC

Denver CO, United States

Number of offices

1

Advisors at this firm

Will B

CFP®, CFA®

Denver, CO

Park Hill Financial Planning & Investment Management, LLC

Will Brennan is the Founder and Principal Advisor of Park Hill Financial Planning & Investment Management. After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over a five year period, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level. Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable retirement on their terms. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories. Education, Credentials and Philanthropy: Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Will is a former board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapter of the CFA Society. Family Information: Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and two children, John & Clare. As a family they love exploring Colorful Colorado along with their affable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Gen Y/Millennials (Born 1980-1995) Women's Finance
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