Addis & Hill, Incorporated

Addis & Hill, Incorporated (CRD# 117495) is a financial advisory firm headquartered in Wayne, PA. They manage $68,226,015 in 276 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $247,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Addis & Hill, Incorporated
Showing 1 - 4 of 4 top financial advisors.
1
William W. Mayer
CRD#: 1458675
200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
96
Wealthminder
score

William Mayer (CRD# 1458675) is an Investment Advisor Representative working at Addis & Hill, Incorporated in Wayne, PA and has over 16 years of experience in the finance industry. William Mayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kent R. Addis
CRD#: 2060842
200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
93
Wealthminder
score

Kent Addis (CRD# 2060842) is an Investment Advisor Representative working at Addis & Hill, Incorporated in Wayne, PA and has over 27 years of experience in the finance industry.

3
Justin J. Hill
CRD#: 4496257
200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
93
Wealthminder
score

Justin Hill (CRD# 4496257) is an Investment Advisor Representative working at Addis & Hill, Incorporated in Wayne, PA and has over 17 years of experience in the finance industry.

4
Kelly F. Bashore
CRD#: 6632710
200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
88
Wealthminder
score

Kelly Bashore (CRD# 6632710) is an Investment Advisor Representative working at Addis & Hill, Incorporated in Wayne, PA and has 1 year of experience in the finance industry.

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