JH
CFP
JH
CFP

John Hill

14 Years of Experience
Sells Insurance

John Hill is a CFP-designated registered investment advisor at Edgerock Wealth Management, based in Denver, CO, with 14 years of industry experience. John 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 3 more. Their firm serves 575 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
575 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$578.9M

Fee Structure

Minimum Investment:$80K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.35%
$1.0M - $3.0M1.20%
$3M+1.00%

Fees may be negotiable.

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

7001 East Belleview Ave, Suite 800, Denver, CO, 80237

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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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Other Business ActivitiesSells Insurance

John is an insurance agent involved in insurance sales and service since March 2025. This takes about a quarter of his time, with a portion of that time occurring during trading hours.

Employment History
Current Registrations
Edgerock Wealth Management
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Edelman Financial Engines
September 2023 - March 2025 · 1 yr 6 mos
Northstar Investment Advisory LLC
August 2022 - June 2023 · 10 mos
Advised Assets Group, LLC
May 2022 - May 2022 · 0 mos
Gwfs Equities, INC.Broker
May 2022 - May 2022 · 0 mos
Robinhood Financial, LLCBroker
June 2020 - April 2022 · 1 yr 10 mos
Facet Wealth, INC,
November 2019 - March 2020 · 4 mos
Charles Schwab & CO., INC.Broker
June 2014 - November 2019 · 5 yrs 5 mos
Schwab Private Client Investment Advisory, INC.
June 2014 - November 2019 · 5 yrs 5 mos
USAA Financial Advisors, INC.Broker
June 2011 - April 2014 · 2 yrs 10 mos
USAA Financial Planning Services
June 2011 - April 2014 · 2 yrs 10 mos
Northwestern Mutual Investment Services,llc
September 2010 - May 2011 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 2010 - May 2011 · 9 mos
State Registrations1 state
CO
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.
John Hill - Financial Advisor | TrueAdvisor