D.H. Hill Advisors, Inc. logo

D.H. Hill Advisors, Inc.

Updated today

Client AUM

$200,904,589

Clients

916

Advisors

19

across 14 offices

About

D.H. Hill Advisors provides wealth-management services including financial planning and discretionary and nondiscretionary investment management to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, corporations, foundations and trusts. The firm also offers retirement‑plan consulting, a national accounts platform, self‑directed 401(k) services, and access to certain alternative investments and insurance‑related advice.

The firm manages assets through a mix of firm‑level, directly managed strategies overseen by an Investment Committee and advisor‑managed custom portfolios on its Direct and Connect platforms, and it engages unaffiliated sub‑advisers for limited discretionary mandates. Disclosed methods include tactical asset allocation, quantitative and technical analysis, and tax‑aware techniques such as tax‑loss harvesting, with the firm noting that tax outcomes and performance are not guaranteed.

The brochure highlights several features that are less common among multi‑team advisers: senior management maintains affiliated broker‑dealer and insurance entities and the firm discloses that its CEO is also a licensed real‑estate broker, which the firm identifies as creating potential conflicts overseen by internal controls. The firm also discloses past referrals to a private placement in which senior personnel were investors and that some clients remain invested, and it describes policies for addressing outside business activities and related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning may be charged as flat fees; typical minimum $500.

Percentage

$0 - $2,000,000: 1.25% (Financial Planning & Investment Management) $2,000,000 - $5,000,000: 1.00% (Financial Planning & Investment Management) $5,000,000 - $10,000,000: 0.85% (Financial Planning & Investment Management) Greater than $10,000,000+: Negotiable (Financial Planning & Investment Management) $0 - $2,000,000: 1.00% (Investment Management Only) $2,000,000 - $5,000,000: 0.85% (Investment Management Only) $5,000,000 - $10,000,000: 0.75% (Investment Management Only) Greater than $10,000,000+: Negotiable (Investment Management Only) $0 - $2,000,000: 0.50% (Financial Planning Only) $2,000,000 - $5,000,000: 0.40% (Financial Planning Only) $5,000,000 - $10,000,000: 0.30% (Financial Planning Only)

Commissions

Certain IARs may receive commissions for securities and insurance products sold through affiliated broker-dealer or insurance agency.

Project-based

Financial planning hourly rates range from $200 to $500 per hour.

Other

Minimum fee: Financial Planning minimum fee typically $500, exceptions case-by-case. Fee-only: Financial planning fees charged as flat fee, hourly ($200-$500 per hour), or percentage of assets under advisement; fees negotiated individually.

Main office

See office

1543 Green Oak Place, Ste. 100

Kingwood TX 77339

Advisors at this office

4

Most active in

Arizona · California · Colorado · Delaware · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington

Also doing business as

D.H. Hill Advisors, Inc. · Dba D.H. Hill Wealth Management · First Financial United Management, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward L

Series 66

York, NE

D.H. Hill Advisors, Inc.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Taylor H

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Jarrett G

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Kevin L

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Kevin Lybrand is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, TX, holding a Series 65 designation with two years of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and served seven years with the Texas Department of Public Safety. Outside of his advisory role, he teaches online classes at Jacksonville Junior College and leads worship services at Emerald Bay Community Church. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, and retirement-plan consulting. The firm employs a variety of investment strategies and utilizes both firm-managed and advisor-managed portfolios, with access to sub-advisers and alternative investments.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Robert D

Series 66

Clermont, FL

D.H. Hill Advisors, Inc.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Philip H

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Francisco I

Series 66

San Diego, CA

D.H. Hill Advisors, Inc.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 license with 10 years of industry experience. Prior to joining D.H. Hill, he worked at Sleeve Financial, Inc., Uber, and Lyft. Outside of advisory roles, he manages an insurance agency and is involved in property management through Cal Pro Management, where he serves as a site manager. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, corporations, and other entities, offering financial planning, investment management, and retirement-plan consulting. The firm utilizes a blend of tactical asset allocation, quantitative and technical analysis, and tax-aware techniques across directly managed and advisor-managed portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Noor A

CFP®, Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Cheryl S

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Brian H

Series 66

Montgomery, TX

D.H. Hill Advisors, Inc.

Brian Hagen is a financial advisor with D.H. Hill Advisors, Inc. in Montgomery, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at D.H. Hill Securities, LLLP since 2016 and The Stevenson Group since 2010. Outside of his advisory role, he serves as president of Gallant Financial, an insurance business. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, discretionary and nondiscretionary investment management, and retirement-plan consulting, employing a range of strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Michael C

Series 63

Austin, TX

D.H. Hill Advisors, Inc.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Danny H

Series 63

Kingwood, TX

D.H. Hill Advisors, Inc.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Jake D

Series 65

Clermont, FL

D.H. Hill Advisors, Inc.

Jake Dechick is a financial advisor at D.H. Hill Advisors, Inc. He holds a Series 65 designation and has been working in the industry since 2019. Prior to joining D.H. Hill Advisors in 2026, he worked at Courtland Walker Financial Group. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, investment management, retirement-plan consulting, and access to alternative investments, employing strategies such as tactical asset allocation and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

John B

CFP®, Series 65, Series 66

Richardson, TX

D.H. Hill Advisors, Inc.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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