William Brennan
William Brennan is a CFA, CFP-designated registered investment advisor at Park Hill Financial Planning & Investment Management, LLC, based in Denver, CO, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Hill Financial Planning & Investment Management charges a fee based on the value of your portfolio.
- For clients with $1,500,000 or less, the annual fee is 1.00% of your portfolio, paid quarterly.
- For clients with over $1,500,000, the annual fee is a fixed $15,000, paid quarterly ($3,750 per quarter).
If Park Hill Financial Planning & Investment Management uses an outside manager, the above fee does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
Contact
William Brennan
Location
Denver, CO
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Park Hill Financial Planning & Investment Management, LLC
Previous Registrations
All Season Financial Advisors, INC.
Stordahl Capital Management, INC.
State Registrations1 state
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
Additional Information
After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over the last five years, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level.