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, Education Planning, Estate Planning, and 6 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 1.00% |
For portfolios of $1.5M or less, the fee is 1.00% annually. For portfolios over $1.5M, the fee switches to a flat annual fee of $15,000. Fees are negotiable.
Fee Estimator
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 Registrations2 states
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.
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