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Professional Financial

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Client assets under management

$207,900,868

Clients

93

74% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

31

Low

Average account size

$2,235,493

About

The firm works with high‑net‑worth and affluent individuals, families, trusts, estates, charitable arrangements and small pension or profit‑sharing plans, providing discretionary and non‑discretionary investment management together with comprehensive financial planning, retirement and life‑transition consulting. Services are coordinated across household accounts and employer plans and include implementation through institutional‑class mutual funds, ETFs and select separately‑managed accounts.

Investment decisions are guided by an evidence‑based, multifactor framework that emphasizes size, relative price and profitability dimensions and seeks tax‑aware asset‑location across household accounts; the firm routinely uses Dimensional Fund Advisors’ funds and Unified Management Account solutions as part of portfolio construction. Clients progress through a CFP‑aligned planning process with annual reviews and a tiered service model (standard, preferred, premier) that sets meeting frequency and consulting scope.

Noteworthy features include the firm’s regular client periodicals and aggregated household reporting via an automated platform, an offering that is uncommon among peers of this size. The brochure also discloses formal arrangements to use Dimensional’s UMA and separately managed sleeves, documented policies on AI use and cybersecurity, and a 2024 SEC settlement related to an advertising disclosure matter.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

General retirement planning Income planning Retirement income strategy Tax-loss harvesting Wealth management

Occupation focus

Retired

Demographic focus

Established Professionals

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Fee options

Fixed

Flat fee of $10,000 minimum for financial planning and consulting services without investment management

Percentage

$0 - $100,000: 1.50% $100,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $15,000,000: 0.70% $15,000,000 - $25,000,000: 0.60% $25,000,000 - $50,000,000: 0.50% $50,000,000+: 0.40%

Project-based

$600/hour for Paul Byron Hill CFP; $400/hour for Kam-Lin Kok Hill CFP; $300/hour for other CFPs; $200/hour for staff; retainer required

Other

Account minimum: $2,500,000 Minimum fee: $10,000 minimum for financial planning and consulting fees including investment advisory services (50% retainer required); $1,250 quarterly minimum for Standard Level 1 investment management; $2,500 quarterly minimum for Preferred Level 2; $12,500 quarterly minimum for Premier Level 3 Fee-only: Flat financial planning and consulting fees starting at $10,000 annually; hourly rates also available

Main office location

Professional Financial

1159 Pittsford Victor Rd, Suite 120

Pittsford NY 14534-3827, United States

Number of offices

2

Most active in

More info

New Hampshire · New York

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 585-218-9080

Advisors at this firm

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user avatar

Peter V

CFP®

Pittsford, NY

Professional Financial

Peter Van Der Voorn is a CFP® professional with four years of industry experience, currently affiliated with Professional Financial in Pittsford, NY. His work history includes roles at H&R Block since 2020 and Professional Financial Strategies, Inc. since 2003. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm manages approximately $206 million in client assets and employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, coordinated to address asset location and tax-aware outcomes.

General retirement planning Income planning Retirement income strategy Tax-loss harvesting Wealth management Retired Established Professionals
user avatar

Kam Lin H

CFP®, ChFC®

Pittsford, NY

Professional Financial

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

General retirement planning Income planning Retirement income strategy Tax-loss harvesting Wealth management Retired Established Professionals
user avatar

Paul H

CFP®, ChFC®, Series 63

Pittsford, NY

Professional Financial

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

General retirement planning Income planning Retirement income strategy Tax-loss harvesting Wealth management Retired Established Professionals
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