Tillman Hartley Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$609,319,000
Total clients
43
81% high-net worth
Total advisors
3
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
14
Average account size
$14,170,209
About
Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Services described in the brochure include investment supervision, retirement plan services, legacy position management, financial planning, consulting, sub‑advisory relationships, and coordinated work with other professional advisors.
The firm’s investment process is grounded in Modern Portfolio Theory and implemented through individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring with at least quarterly reviews and an annual IPS review. Portfolios may include individual equities and bonds, mutual funds and ETFs (often institutional share classes), municipal and corporate debt, alternative investments, and may use third‑party sub‑advisors and computer modeling for wealth‑planning analysis.
Noteworthy aspects relative to peers include managing approximately $609 million in discretionary assets (with about $66.6 million under advisement), a scale that produces higher AUM per advisor than is typical for similar teams, and acting as sponsor/manager of a legacy wrap fee program for legacy accounts. The firm also uses solicitor/endorsement arrangements for referrals (with written Solicitor Agreements and disclosed fee‑sharing), offers a trademarked Family Board of Directors™ service for complex multi‑generational families (generally $40 million+), and in limited cases serves as co‑trustee for certain trust accounts.
Client services
Fee options
Financial planning fees are fixed and mutually agreed upon; consulting fees negotiated per project.
Between 0.35% and 1.0% annually (maximum 1.0%, negotiable)
Hourly fees may be charged for extraordinary services if agreed upon in advance; consulting fees billed as services are rendered, negotiated per project.
Account minimum: $1,000,000 Minimum fee: A set minimum fee may be charged if the percentage fee on assets is insufficient to cover the scope of work. Fee-only: Financial planning services are offered under a fixed fee arrangement, fees are negotiable and mutually agreed upon.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Tillman Hartley Llc
7900 E Union Ave, Suite 1100
Denver CO 80237, United States
Number of offices
4
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