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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Beacon Hill Investment Advisory, LLC (148463) 7 years, 3 months Jun 2012 - Present
W.B. Shorthill & Associates, LLC 10 years, 11 months Oct 2008 - Present
Royal Alliance Associates, Inc. 14 years, 9 months Sep 1997 - Jun 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by William Shorthill

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Beacon Hill Investment Advisory, LLC

Last updated on March 31, 2019
    • $59.9M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 53
      number of clients
    • $1.1M
      Estimated Average Account Balance Per Client

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements