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Quarry Hill Advisors

Updated today

Client assets under management

$393,842,556

Clients

203

65% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

68

High

Average account size

$1,940,111

About

Quarry Hill Advisors serves individual investors (including high-net-worth clients), charitable organizations and corporate plan sponsors, providing discretionary investment management, retirement plan advisory, and a range of financial planning services. The firm reports roughly $395 million in assets under management across about 203 client relationships and is supported by three advisors.

The firm primarily pursues passive investment management using index mutual funds and ETFs, constructs client-specific investment policy statements, and offers ongoing discretionary portfolio oversight; for lower-balance accounts it may use the Schwab Institutional Intelligent Portfolios algorithmic platform to implement model ETF portfolios. Quarry Hill collects asset-based fees for portfolio management and also provides project-based, hourly, and comprehensive planning engagements, with client-imposed investment restrictions accommodated where appropriate.

Noteworthy aspects include an explicit succession agreement with Buckingham Strategic Wealth to address continuity of service, and a practice of including comprehensive financial planning at no extra charge for clients with $500,000 or more in assets under management. Quarry Hill also combines traditional advisory services with automated model implementation for some clients and reports no outside compensation or affiliate conflicts in its disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management

Fee options

Fixed

Financial planning fixed fee between $500 and $10,000; comprehensive financial planning upfront fee $500-$4,000

Percentage

$0 - $2,000,000: 1.00% $2,000,001+: 0.75%

Project-based

Financial planning hourly rate of $300 per hour

Subscriptions

Comprehensive financial planning monthly retainer fee up to $2,000 per month

Other

Account minimum: $5,000 Minimum fee: Quarterly minimum fee, set at the firm's discretion; example given of $27,500 annual fee on $3,000,000 assets Fee-only: Financial planning fixed fees range from $500 to $10,000; hourly financial planning fee $300/hour; comprehensive financial planning monthly fee up to $2,000/month plus upfront $500-$4,000

Main office location

Quarry Hill Advisors

550 Vandalia Street, Suite 311

Saint Paul MN 55114, United States

Number of offices

1

Most active in

Colorado · Florida · Illinois · Massachusetts · Minnesota · New Hampshire · Texas · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Thomas L

CFP®

Saint Paul, MN

Quarry Hill Advisors

Thomas Limborg is a CFP® professional at Quarry Hill Advisors with one year of industry experience. His prior work includes roles at Financial Compass, United Parcel Service, Discount Tire, and Mounds View High School. Quarry Hill Advisors serves individuals, charitable organizations, and businesses, managing approximately $292 million in client assets. The firm employs a primarily passive investment approach using diversified index funds and ETFs, supplemented by automated trading for smaller accounts, and integrates comprehensive financial planning into its ongoing advisory services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management
user avatar

Bjorn A

CFP®, Series 63, Series 66

Saint Paul, MN

Quarry Hill Advisors

Bjorn Amundson is a CFP® professional with 17 years of experience, currently serving at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank and RBC Capital Markets, LLC. Outside of his advisory work, he serves on the board of directors for Compass Ministries and teaches as a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors serves individual clients, charitable organizations, and businesses, managing approximately $292 million in assets. The firm employs a primarily passive investment approach using diversified, asset-class portfolios with index funds and ETFs, integrating financial planning topics into ongoing advice.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management
user avatar

Kyle M

CFP®

Saint Paul, MN

Quarry Hill Advisors

Kyle Moore is a CFP® professional with nine years of industry experience, currently serving as an advisor at Quarry Hill Advisors since 2017. Prior to joining Quarry Hill, he worked at Pitzl Financial for three years. Quarry Hill Advisors serves individual clients, charitable organizations, and businesses, managing approximately $292 million in assets across about 185 relationships. The firm primarily uses a passive investment approach with diversified, asset-class portfolios constructed from index mutual funds and ETFs, complemented by model-based rebalancing and automated trading for smaller accounts.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management
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