Park Hill Financial Planning & Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning Service Our hourly rate is $400.”

Flat or project fee

$7,500

“The fixed fee for this service is $7,500.”

Quarterly fee

$3,750/qtr

“The annual fixed fee is paid quarterly in advance at a rate of $3,750 per quarter. 9 Fees may be negotiable.”

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

How Park Hill Financial Planning & Investment Management, LLC bills

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

• “If fees are paid in advance, a prorated refund will be given, if applicable, upon termination of the Advisory Contract for any unearned fee.”
• “For fees paid in arrears, Client shall be charged a pro-rata fee based upon the percentage of the work done up to the date of termination.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Park Hill Financial Planning & Investment Management, LLC’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• 29 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $7,500 is above the Colorado median of $5,250. 68% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 22 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Park Hill Financial Planning & Investment Management, LLC

• Principal: William Brennan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

23

Employees

1

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

$69,328,717

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326639

Website

parkhillfp.com (opens in new tab)

Phone

(630) 730-7071

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