# Abbey Hill Financial Advisors, LLC

> Abbey Hill Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 15, 2025.

- CRD: 126813
- Filed as: ABBEY HILL FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126813
- AdvisorCensus page: https://advisorcensus.com/firm/abbey-hill-financial-advisors-llc-126813

## Quick answers

**How is Abbey Hill Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abbey Hill Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Abbey Hill Financial Advisors, LLC registered with the SEC or a state?**
Abbey Hill Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 126813.

**How much does Abbey Hill Financial Advisors, LLC manage?**
Abbey Hill Financial Advisors, LLC reports $85,902,261 in regulatory assets under management in its Form ADV filing dated August 15, 2025 (58% discretionary).

**What types of clients does Abbey Hill Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Abbey Hill Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126813

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $85,902,261
- Discretionary: $49,512,603
- Non-discretionary: $36,389,658

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $9,932,595 |
| High net worth individuals | 26 | $39,240,201 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $36,729,465 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [abbeyhilladvisors.com](https://abbeyhilladvisors.com)
- [plus.google.com/+ABBEYHILLADVISORSMINNESOTA](https://plus.google.com/+ABBEYHILLADVISORSMINNESOTA)
- Facebook @ABBEYHILLADVISORS
- LinkedIn @ABBEY-HILL-FINANCIAL-ADVISORS
- X @ABBEYHILLMONEY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abbey Hill Financial Advisors, LLC (CRD 126813): Form ADV filing data as of October 2026.