Rockhill Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rockhill Advisors LLC provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals (primarily high‑net‑worth), trusts, estates, charitable organizations and retirement plans. For its wealth management service the firm generally requires a $2,000,000 account minimum and may group related client accounts to meet that threshold.
The firm follows a goal‑based, predominantly passive investment approach that emphasizes low‑cost, diversified mutual funds and ETFs while permitting individual securities or the use of unaffiliated independent managers when appropriate. Rockhill constructs and monitors portfolios with a long‑term focus and states that it employs artificial intelligence only to enhance operational efficiency—not to select investments or execute trades.
Rockhill is a single‑advisor practice managing approximately $174,172,887 across 24 clients, which results in a relatively small client base and high assets‑per‑advisor profile compared with many peers and a focus on high‑net‑worth relationships rather than non‑HNW individual clients. The firm participates on the Schwab Advisor Services institutional platform (and receives related economic benefits), provides ERISA fiduciary services for retirement plans, and oversight of independent managers while not receiving compensation from those managers.
Client services
Expertise
Fee options
Flat fees for stand-alone financial planning engagements; up to $100,000 annually for wealth management clients billed quarterly.
$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.375%
Hourly fees range from $400 to $750 per hour for stand-alone financial planning engagements.
Account minimum: $2,000,000 Fee-only: Fee-only basis for wealth management services; no commissions received.
Main office
9043 Village Way, Unit B
Victor ID 83445
Advisors at this office
1
Most active in
Idaho · 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:
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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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