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Quarry Hill Advisors

Updated today

Client AUM

$393,842,556

Clients

203

Advisors

5

of 5 employees

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fee from $500 to $10,000 (negotiable)

Percentage

$0 - $2,000,000: 1.00% $2,000,000+: 0.75%

Project-based

Financial planning hourly fee of $300/hour (negotiable)

Subscriptions

Comprehensive financial planning monthly retainer fee up to $2,000/month plus upfront fee $500 to $4,000

Other

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

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

Business activities & affiliations

Advisors at this firm

user avatar

Thomas L

CFP®

Saint Paul, MN

Quarry Hill Advisors

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management Founder/Business Owner
user avatar

Bjorn A

CFP®, Series 63, Series 66

Saint Paul, MN

Quarry Hill Advisors

Bjorn Amundson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management Founder/Business Owner
user avatar

Marin M

CFP®

Saint Paul, MN

Quarry Hill Advisors

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management Founder/Business Owner
user avatar

Kyle M

CFP®

Saint Paul, MN

Quarry Hill Advisors

Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management Founder/Business Owner
user avatar

Jane M

CFP®, ChFC®, Series 66

Saint Paul, MN

Quarry Hill Advisors

Jane Mckinley is a CFP® and ChFC® with 18 years of industry experience. She is currently an advisor at Quarry Hill Advisors and also maintains a role at Gray Duck Tax and Consulting Solutions LLC. Her prior experience includes 11 years at Ameriprise Financial Services, Inc., and four years with Wealth Enhancement Group and related entities. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with diversified portfolios built from index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Debt management Founder/Business Owner
View complete list of advisors at this firm
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