Addis & Hill, Incorporated fees and pricing
Financial planner in Wayne, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 18, 2026, Addis & Hill, Incorporated charges a flat or project fee of $900 and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $900
“A one-time fee of $900, under a Limited Scope Agreement, will determine if there is an opportunity for Addis Hill to provide ongoing investment management and advisory services.”
- Annual fee
- $5,000/yr
“Addis Hill’s minimum annual fee is $5000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Addis & Hill, Incorporated bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One‐twelfth of the annual fee will be billed monthly in advance.”
- “Partial month fees at the beginning or end of an advisory relationship will be prorated based on the current month.”
- “Termination of Account Since fees are collected on a monthly basis, in advance.”
How Addis & Hill, Incorporated’s fees compare
- Its flat or project fee of $900 is below the Pennsylvania median of $3,650. 11% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 6 other planners in Wayne that publish a flat or project fee charge less.
- Its annual fee of $5,000 is below the Pennsylvania median of $6,000. 39% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Addis & Hill, Incorporated
“In 2000, Addis Hill was founded to provide fee‐only personal financial planning and investment management services to individuals and families.”
- Firm size: 6 employees.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 159
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $253,958,290
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117495
- Phone
- (610) 688-9500
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Wayne that publish fees
- Clovelly WealthWayne$3,000-$20,000
- Entrust Financial LLCWayne$350/hr, $3,500
- Fortis Advisors, LLCWayne$1,500-$50,000
- Green Trails Wealth LLCWayne$500-$10,000, $100-$2,000/mo
- Paradigm Money Management, LLCWayne$750-$6,000
- TP Investment Advisory Services, LLCWayne$250/hr, $750-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.