Rockhill Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$170,283,503
Clients
24
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$7,095,146
About
Rockhill Advisors LLC provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals (primarily high‑net‑worth), trusts, estates, charitable organizations and retirement plans. For its wealth management service the firm generally requires a $2,000,000 account minimum and may group related client accounts to meet that threshold.
The firm follows a goal‑based, predominantly passive investment approach that emphasizes low‑cost, diversified mutual funds and ETFs while permitting individual securities or the use of unaffiliated independent managers when appropriate. Rockhill constructs and monitors portfolios with a long‑term focus and states that it employs artificial intelligence only to enhance operational efficiency—not to select investments or execute trades.
Rockhill is a single‑advisor practice managing approximately $174,172,887 across 24 clients, which results in a relatively small client base and high assets‑per‑advisor profile compared with many peers and a focus on high‑net‑worth relationships rather than non‑HNW individual clients. The firm participates on the Schwab Advisor Services institutional platform (and receives related economic benefits), provides ERISA fiduciary services for retirement plans, and oversight of independent managers while not receiving compensation from those managers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Flat fees for stand-alone financial planning engagements; up to $100,000 annually for wealth management clients billed quarterly.
$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.375%
Hourly fees range from $400 to $750 per hour for stand-alone financial planning engagements.
Account minimum: $2,000,000 Fee-only: Fee-only basis for wealth management services; no commissions received.
Main office location
Rockhill Advisors LLC
9043 Village Way, Unit B
Victor ID 83445, United States
Number of offices
1
Most active in
Rockhill Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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