Addis & Hill, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts, typically working with clients who have multimillion-dollar investable assets. The firm combines ongoing portfolio oversight with comprehensive planning services that address tax, insurance, retirement income, Social Security, and estate considerations.
Investment advice is delivered through a data-driven portfolio optimization framework that emphasizes customized ETF portfolios, individual bonds, and repeatable rebalancing rules intended to reduce volatility and protracted drawdowns. Addis Hill integrates proprietary and purchased planning software, begins relationships with a limited-scope discovery process before moving to ongoing management, and coordinates with outside professionals such as accountants and attorneys.
Notable distinctions include membership in NAPFA and voluntary subscription to the Institute for the Fiduciary Standard’s Best Practices, a formal sub-advisory relationship for individual bond purchases with Performance Trust, and custodial arrangements spanning Schwab, Altruist, TIAA, and Transamerica (the latter for fee-only annuity products). The firm discloses written supervisory and insider‑trading policies, states it does not accept referral compensation, and notes that a principal maintains an insurance license, which the brochure flags as a potential conflict of interest.
Client services
Expertise
Fee options
0.25% annually to 1.25% annually depending on assets managed
One-time fee of $900 under a Limited Scope Agreement for initial financial planning evaluation
Minimum fee: Minimum annual fee of $5,000 Fee-only: Fee-only firm; fees paid directly from client accounts; no commissions or sales of products
Main office
200 W. Lancaster Ave, Suite 203
Wayne PA 19087
Advisors at this office
4
Most active in
Pennsylvania · Texas
Also doing business as
Addis & Hill Investments · Addis & Hill, Incorporated · Addis Hill
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Flynn R
Series 65
Wayne, PA
Addis & Hill, Incorporated
Flynn Ryan is a financial advisor at Addis & Hill, Incorporated with a Series 65 credential and one year of industry experience. Prior to joining Addis & Hill, he worked at St. David's Golf Club and has experience as a student at Penn State. Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts with multimillion-dollar investable assets. The firm utilizes a data-driven portfolio optimization approach focusing on customized ETF portfolios, individual bonds, and systematic rebalancing, while integrating comprehensive planning services and coordinating with outside professionals.
Kent A
Series 63, Series 65
Wayne, PA
Addis & Hill, Incorporated
Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.
Kelly B
Series 65
Wayne, PA
Addis & Hill, Incorporated
Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.
Justin H
Series 63, Series 65
Wayne, PA
Addis & Hill, Incorporated
Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.
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