Hill Island Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“Project-based fees range from $1,500 to $15,000.”

Monthly fee

$375⁠-⁠$1,000/mo

“On-going fees range from $375 to $1,000 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hill Island Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each calendar month, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”

How Hill Island Financial LLC’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the Michigan median of $3,250. 88% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.

About Hill Island Financial LLC

• Firm size: 11 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

1.65% a year

Clients

208

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$623,847,941

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313469

Website

instagram.com/hillislandfinancial (opens in new tab)

Phone

(616) 977-2639

Can advise clients in 10 states: Arizona, California, Florida, Illinois, Indiana, Michigan, Nebraska, New Hampshire, Texas, Wisconsin

Other planners in Grand Rapids that publish fees

• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500
• Blue Water Asset ManagementGrand Rapids$165⁠-⁠$275/hr, $500⁠-⁠$5,000
• Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200⁠-⁠$50,000/yr
• Financial Advisory CorporationGrand Rapids$19,000/yr
• Hundred Financial PlanningGrand Rapids$1,500⁠-⁠$10,000

Compare all 28 planners in Grand Rapids