TrueAdvisor
TrueAdvisor
FH
CFP
FH
CFP

Frank Hill

Kestra Advisory Services, LLC
34 Years of Experience
Louisville, KY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Frank Hill is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Louisville, KY, with 34 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10200 Forest Green Blvd., Suite 100, Louisville, KY, 40223

Get directions

History

Regulatory History (2)
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 2025
Pending
Customer Dispute
May 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frank is a Senior Wealth Manager at Meritrust Wealth Management and a Partner/Senior Financial Advisor at Kestra Advisory Services, dedicating nearly full-time hours to these roles. He also owns Synergy Wealth Management, spends about 10-20% of his time as President of the Louisville Collegiate School Board of Trustees, and works as an insurance agent/advisor for CRUMP Affluent Markets Group and FFR Insurance.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
November 2018 - Present · 7 yrs 11 mos
Kestra Advisory Services, LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Mwm Advisory
April 2014 - May 2019 · 5 yrs 1 mo
LPL Financial LLCBroker
February 2007 - November 2018 · 11 yrs 9 mos
LPL Financial LLC
February 2007 - December 2015 · 8 yrs 10 mos
Pruco Securities, LLC.Broker
January 1992 - February 2007 · 15 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
January 1992 - December 1993 · 1 yr 11 mos
State Registrations13 states
FLILINKYMAMINCNVOHTNTXVAWY
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.
More Advisors
More financial advisors in Louisville, KY →All financial advisors in Kentucky →