JH
CFP
JH
CFP

John Hill

35 Years of Experience
Ridgeland, MS
1 DisclosureBrokerSells Insurance

John Hill is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Ridgeland, MS, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

251 Trace Colony Park Drive, Suite C, Ridgeland, MS, 39157

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005
Settled
Other Business ActivitiesSells Insurance

John is a managing partner/CEO at WealthPartners, LLP, engaging in registered rep activities and insurance sales, dedicating full-time hours. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, and a board member for Educational Services Foundation, spending a few hours per week on board duties.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2016 - Present · 10 yrs 4 mos
Kestra Investment Services, LLC
August 1997 - Present · 29 yrs 1 mo
Kestra Investment Services, LLCBroker
August 1997 - Present · 29 yrs 1 mo
Previous Registrations
NFP Advisor Services, LLC
August 2003 - May 2016 · 12 yrs 9 mos
Kientz, Martin, Hill & Breazeale LLC
March 2002 - December 2002 · 9 mos
Kientz, Martin, Hill & Breazeale LLC
May 2000 - August 2003 · 3 yrs 3 mos
Royal Alliance Associates, INC.Broker
September 1994 - August 1997 · 2 yrs 11 mos
Nylife Securities INC.Broker
February 1991 - June 1993 · 2 yrs 4 mos
Cigna Securities, INC.Broker
October 1989 - January 1991 · 1 yr 3 mos
State Registrations12 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.