Sugar Hill Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
0
Very LowAverage account size
—
About
Sugar Hill Advisors, LLC provides financial planning services to individuals, high-net-worth individuals, and charitable organizations and notes there is no asset minimum for its services. The firm’s financial planning engagements cover topics such as investments, insurance, tax considerations, retirement and college planning, debt/credit management, and estate planning, and typically conclude upon delivery of a written plan that clients implement on their own.
The firm’s investment recommendations emphasize diversified allocations using mutual funds and ETFs and may include fixed income, real estate funds (including REITs), annuities, equities, TIPS, and non-U.S. securities; its stated methods of analysis include fundamental analysis and modern portfolio theory and it recommends a long-term investing approach. Sugar Hill Advisors does not exercise investment discretion, does not trade or custody client accounts, and does not participate in wrap fee programs or recommend specific custodians.
Distinctive aspects of the firm include fee arrangements that depart from the common percentage-of-AUM model: it discloses a negotiated fixed fee range for financial plans ($2,500–$7,500) and an hourly rate for issue-based advice ($300 per hour), and it collects fees in advance with prorated refunds (returned within 14 days). The brochure also indicates the firm reports no assets under management and provides one-time plan delivery rather than ongoing portfolio management, which differentiates it from many investment-manager peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
General tax planning
Debt management
Fee options
Fixed financial planning fees typically between $2,500 and $7,500 based on complexity
$300 per hour for issue-based financial advice
Fee-only: Financial planning fixed fees typically between $2,500 and $7,500; hourly fee of $300 per hour
Main office location
Sugar Hill Advisors, LLC
Enfield NH, United States
Number of offices
1
Most active in
Sugar Hill Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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