# Park Hill Financial Planning & Investment Management, LLC

> Park Hill Financial Planning & Investment Management, LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 326639
- Filed as: PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326639
- AdvisorCensus page: https://advisorcensus.com/firm/park-hill-financial-planning-and-investment-management-llc-326639

## Quick answers

**How is Park Hill Financial Planning & Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Park Hill Financial Planning & Investment Management, 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 Park Hill Financial Planning & Investment Management, LLC registered with the SEC or a state?**
Park Hill Financial Planning & Investment Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326639.

**How much does Park Hill Financial Planning & Investment Management, LLC manage?**
Park Hill Financial Planning & Investment Management, LLC reports $69,328,717 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Park Hill Financial Planning & Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (5).

**Does Park Hill Financial Planning & Investment Management, 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/326639

## 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: $69,328,717
- Discretionary: $69,328,717
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,861,725 |
| High net worth individuals | 18 | $67,466,992 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [parkhillfp.com](https://parkhillfp.com)
- LinkedIn @park-hill-financial-planning-investment-management
- LinkedIn @will-brennan
- X @WillBren4

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Hill Financial Planning & Investment Management, LLC (CRD 326639): Form ADV filing data as of October 2026.