Quillpen Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
QuillPen Advisors is a solo independent registered investment adviser, founded in 2020, that manages roughly $17.5 million for a small client base of about 15 individuals, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm offers discretionary and non‑discretionary portfolio management, hourly financial planning, and can implement model portfolios or allocate to unaffiliated model managers.
Investment advice is tailored to each client’s objectives and risk tolerance and draws on methods such as fundamental analysis, modern portfolio theory, and a mix of long‑ and short‑term purchase strategies, with ongoing monitoring and rebalancing. Operationally, the firm uses Schwab’s Institutional Intelligent Portfolios platform and relies on third‑party custodial and brokerage services for execution and reporting.
Noteworthy for a firm of its size, QuillPen discloses the ability to advise on alternative investments and private placements in addition to equities, mutual funds, and ETFs, and notes that persons associated with the firm may serve as trustees for certain family or personal accounts. The firm’s principal brings an engineering and senior corporate technology executive background, which may be relevant when working with clients who have concentrated employer stock or complex compensation arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.80% $3,000,000.01 - $5,000,000: 0.60% $5,000,000.01 - $10,000,000: 0.40% $10,000,000.01 - $30,000,000: 0.30% $30,000,000.01+: 0.25%
$200 per hour for financial planning services; $400 per hour for single subject financial planning/general consulting
Minimum fee: Minimum fee of $5,000 per year for portfolio management
Main office
Bee Cave TX
Advisors at this office
1
Most active in
Ohio · Texas
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.
Forms ADV
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”)