A complete list of active advisors currently associated with Gatehill Financial Consulting, LLC

Warmer can help you find a great advisor at Gatehill Financial Consulting, LLC or one who fits your needs even better.

Gatehill provides financial planning, portfolio management, and insurance and annuity recommendations to individuals, families, professionals and small business owners, frequently those planning for or transitioning into retirement. The firm uses percentage-of-assets-under-management fees for portfolio services and also offers fee-based financial planning engagements. The firm emphasizes a holistic, written financial plan and an Investment Policy Statement to guide discretionary portfolio management and ongoing monitoring. Portfolios are implemented primarily with U.S.-listed equities, government bonds, mutual funds and ETFs, and the firm generally avoids derivatives, leverage, and short sales. Gatehill operates a very small practice—managing about $2 million for six clients—and highlights areas of expertise such as estate planning, college savings, elder care, dependent adult family members, and retirement for small business owners. It is licensed to sell life, health and fixed annuity products (for which it may receive commissions), may recommend registered funds with additional liquidity restrictions to accredited investors, and requires clients to appoint Schwab as custodian and to execute trades through Schwab—arrangements that provide operational services to the firm and can give rise to potential conflicts of interest; the firm also does not vote client proxies.

To learn more about the advisors currently working at Gatehill Financial Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Hill	Charlotte, NC	27

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