The Company
We Keep
Addis Hill has been an independent, fee-only fiduciary since 2000. These are the professional organizations we belong to and the institutions that hold and support our clients’ assets.
Professional memberships
Organizations that hold us to a fee-only, fiduciary standard.
Member since 2000
National Association of Personal Financial Advisors
The country’s leading association of fee-only financial advisors. Members are fiduciaries who are compensated only by their clients. Our co-founder served six years on NAPFA’s Northeast Mid-Atlantic Regional Board.
Listed member
FeeOnlyNetwork.com
A national directory connecting individuals with advisors who are paid only by their clients — no commissions, no product sales.
Best Practices
Fiduciary Best Practices
We voluntarily subscribe to the Institute’s Best Practices, a published set of commitments for putting clients’ interests first.
Succession and continuity planning resources for independent advisory firms.
Supporting the local business community in Wayne, where we’ve been based for over two decades.
Professional relationships
Firms we work with to serve clients. We receive no compensation from any of them—our only compensation comes from our clients.
Schwab Advisor Services™
Primary custodian
Most client accounts are held at Charles Schwab & Co., Inc., one of the largest custodians serving independent advisors. You receive statements directly from Schwab and can view your accounts online at any time.
Custodian for retirement and annuity assets.
Fee-only, no-commission annuity products.
Sub-advisor for individual bond purchases.
Wealth management technology and portfolio analytics.
Compliance consulting support for our firm.
Investment research technology, with Scott Frank, CAIA, CPWA.
Registration
Addis Hill, Inc. is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. You can review our firm and advisors on the SEC’s public disclosure site.
Addis Hill is independent and is not affiliated with, owned by or endorsed by any organization or institution named on this page. Membership listings are not an endorsement of our services.
Begin your journey with Addis Hill today.
Independent fiduciaries. Paid only by our clients.