JH
CFP
JH
CFP

Jill Hollander

18 Years of Experience
Larkspur, CA

Jill Hollander is a CFP-designated registered investment advisor at Financial Connections Group, INC., based in Larkspur, CA, with 18 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 331 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$624.6M

Fee Structure

Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Customized Portfolio management account minimum $400,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

JH
Jill Hollander

Location

1100 Larkspur Landing Circle, #355, Larkspur, CA, 94939

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Financial Connections Group, INC.
January 2008 - Present · 18 yrs 3 mos
State Registrations1 state
CA
Advisor

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.
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Jill Hollander