Professional Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee of $10,000 minimum for financial planning and consulting services without investment management
$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%
$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
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
1159 Pittsford Victor Rd, Suite 120
Pittsford NY 14534-3827
Advisors at this office
3
Most active in
New Hampshire · New York
Also doing business as
Professional Financial · Professional Financial Strategies, Inc
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)