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Professional Financial

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Client assets under management

$207,900,868

Clients

93

74% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

31

Low

Average account size

$2,235,493

About

Professional Financial serves primarily individual and high‑net‑worth households as well as related trusts, estates and small institutional relationships, providing discretionary and non‑discretionary investment management alongside financial planning and consulting. Clients receive coordinated, household‑level reporting and quarterly written investment reports, and the firm collaborates with clients’ tax, legal and insurance professionals for implementation when requested.

The firm follows an evidence‑based investment approach, implementing multifactor strategies and institutional mutual funds and ETFs from Dimensional Fund Advisors, including UMA and separately managed account options for concentrated positions. Portfolios are constructed and rebalanced for tax efficiency and coordinated across household accounts, with annual progress reviews and limited use of alternatives or cryptocurrency; the firm also governs use of AI tools through an internal policy.

Compared with many peers, the firm provides centralized aggregated reporting via ByAllAccounts and distributes periodic client communications and periodicals, a service that the brochure highlights as uncommon among supported firms. The brochure also discloses a 2024 SEC settlement related to an advertising disclosure, which the firm notes and addresses in its regulatory disclosures.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Retirement income strategy Income planning Wealth management Tax-loss harvesting Social Security optimization

Occupation focus

Retired Founder/Business Owner

Demographic focus

Approaching retirement Established Professionals

Fee options

Fixed

Flat fees for Financial Planning & Consulting services without investment management (FPC) available; minimum $10,000 with 50% retainer

Percentage

$0 - $100,000: 1.50% $100,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $10,000,000 - $15,000,000: 0.70% $10,000,000 - $25,000,000: 0.60% $25,000,000 - $50,000,000: 0.50% $50,000,000+: 0.40%

Commissions

Insurance and annuity products may be recommended; related persons may receive commissions; conflicts of interest disclosed

Project-based

Hourly fees for consulting: $600/hour (Paul Byron Hill), $400/hour (Kam-Lin Kok Hill), $300/hour (other CFPs), $200/hour (staff)

Other

Account minimum: $250,000 Minimum fee: Standard Level: $10,000 annually; Preferred Level: $25,000 annually; Premier Level: $50,000 annually; Supreme Level: Negotiable Fee-only: Financial Planning & Consulting minimum fees: Standard $10,000 annually, Preferred $25,000 annually, Premier $50,000 annually; Hourly fees $600/hr (Paul Byron Hill), $400/hr (Kam-Lin Kok Hill), $300/hr (other CFPs), $200/hr (staff)

Main office location

Professional Financial

1159 Pittsford Victor Rd, Suite 120

Pittsford NY 14534-3827, United States

Number of offices

2

Most active in

More info

New Hampshire · New York

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 585-218-9080

Advisors at this firm

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user avatar

Peter V

CFP®

Pittsford, NY

Professional Financial

Peter Van Der Voorn is a CFP® professional with four years of industry experience, currently affiliated with Professional Financial in Pittsford, NY. His work history includes roles at H&R Block since 2020 and Professional Financial Strategies, Inc. since 2003. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm manages approximately $206 million in client assets and employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, coordinated to address asset location and tax-aware outcomes.

Retirement income strategy Income planning Wealth management Tax-loss harvesting Social Security optimization Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar

Kam Lin H

CFP®, ChFC®

Pittsford, NY

Professional Financial

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

Retirement income strategy Income planning Wealth management Tax-loss harvesting Social Security optimization Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar

Paul H

CFP®, ChFC®, Series 63

Pittsford, NY

Professional Financial

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

Retirement income strategy Income planning Wealth management Tax-loss harvesting Social Security optimization Retired Founder/Business Owner Approaching retirement Established Professionals
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