Kyleshill Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KylesHill Financial Planning is a fee-only independent adviser serving individuals, business owners, trusts and charitable organizations with comprehensive financial planning and investment advisory services, including retirement planning, cash‑flow analysis, insurance, business planning and estate planning. The firm operates as a small practice with a single adviser and a limited client roster, providing ongoing portfolio management alongside planning work.
The firm follows a long-term asset-allocation approach that targets a stable mix of growth (equity) and non-growth (cash and bond) assets, rebalancing toward agreed targets at regular reviews and using largely no‑load mutual funds diversified by market cap, region and bond maturity. It monitors accounts daily and uses tools such as Morningstar and MoneyGuide for analysis and Monte Carlo testing, but it chooses to obtain client approval—typically at quarterly meetings or by direct communication—before executing trades.
What is distinctive for this firm versus many peers is its reliance on primarily non-discretionary management despite having trading authority, preserving client approval for transactions rather than exercising discretionary trading, a practice that is uncommon among independent advisers. Other notable features include a typical account threshold that results in a relatively small client base with substantial assets under management, occasional outsourced CFO consulting provided by the adviser as a separate activity, and custodial arrangements that permit fee deduction while clients retain proxy voting authority.
Client services
Expertise
Occupation focus
Fee options
A small number of existing long-term clients have a fixed-fee agreement; not available to new clients
$0 - $750,000: 0.75% $751,000 - $1,500,000: 0.50% $1,500,001+: 0.25%
Account minimum: $500,000 Minimum fee: $4,000 minimum annual fee Fee-only: Fee-only financial planning practice; paid solely by client, no commissions charged
Main office
3400 North High Street, Suite 210
Columbus OH 43202
Advisors at this office
1
Most active in
Ohio
Also doing business as
Davidson, John A. · John A. Davidson Cpa · Kyleshill Financial Planning · Kyleshill Group, LLC
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.
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