A complete list of active advisors currently associated with Kyleshill Financial Planning
Warmer can help you find a great advisor at Kyleshill Financial Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kyleshill Financial Planning, 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 |
|---|---|---|
Columbus, OH
| 19
|
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