Quarry Hill Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quarry Hill Advisors provides investment management, retirement-plan consulting, and a range of financial planning services to individuals, high‑net‑worth clients, charitable organizations, and corporate plan sponsors. The firm offers discretionary portfolio management alongside project‑based, hourly, and ongoing comprehensive financial planning engagements.
Quarry Hill primarily employs a passive investment approach, building asset‑class weighted portfolios using index mutual funds and ETFs while also applying fundamental and cyclical analysis when appropriate. It uses technology and external managers to implement portfolios, including the Schwab Institutional Intelligent Portfolios program for lower‑balance clients and the recently added use of third‑party sub‑advisers/TAMPs to manage portions of client accounts.
Noteworthy features disclosed in the brochure include providing comprehensive financial planning at no additional charge for clients with $500,000 or more in assets under management and the firm’s recent addition of outside managers and sub‑advisers. The firm also has a formal succession agreement with Buckingham Strategic Wealth and a referral arrangement with Domain Money Advisors that pays Quarry Hill 25% of advisory fees for referred clients, a compensation practice the brochure identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee from $500 to $10,000 (negotiable)
$0 - $2,000,000: 1.00% $2,000,000+: 0.75%
Financial planning hourly fee of $300/hour (negotiable)
Comprehensive financial planning monthly retainer fee up to $2,000/month plus upfront fee $500 to $4,000
Account minimum: $5,000 Minimum fee: Quarterly minimum fee set at firm's discretion (amount not specified) Fee-only: Fixed fees for financial planning ranging from $500 to $10,000 (negotiable); hourly rate $300/hour; comprehensive financial planning monthly fee up to $2,000/month plus upfront fee $500 to $4,000
Main office
550 Vandalia Street, Suite 311
Saint Paul MN 55114
Advisors at this office
5
Most active in
Colorado · Florida · Illinois · Massachusetts · Minnesota · New Hampshire · Texas · Wisconsin
Also doing business as
Quarry Hill Advisors · Quarry Hill Advisors, LLC
Disclosures
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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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