What Quarry Hill Advisors does

Quarry Hill Advisors, LLC is a fee-only, fiduciary registered investment advisory firm founded in 2017 by Kyle Moore, CFP®, and headquartered in Saint Paul, Minnesota. The firm serves high-net-worth individuals ($750K+ in investable assets) and pre-retirees/retirees ($1.5M+) across three primary segments — corporate executives, retirees/pre-retirees, and business owners — through six integrated service pillars: tax planning, withdrawal strategy, retirement planning, charitable planning, evidence-based investing, and stock compensation planning. The core delivery framework is the proprietary Bedrock Process™, a seasonal (Spring/Summer/Fall/Winter) planning methodology intended to systematize recurring client engagement across all financial workstreams.

The firm's technology stack is anchored by RightCapital (financial planning and client portal), Charles Schwab (custodian with up to $600M SIPC/Lloyds insurance coverage per account), Box.com (secure document management), and Dimensional Fund Advisors (investment philosophy built on academic factor research). Retirement scenarios are stress-tested using Monte Carlo analysis, and investment management is implemented via globally diversified, low-cost ETF/index portfolios aligned with Nobel Prize–winning factor research.

Quarry Hill generates revenue exclusively through a transparent, tiered AUM-based fee billed quarterly in advance (1.00% on the first $2M, 0.75% on $2M–$5M, 0.50% on $5M–$10M, and 0.25% above $10M), with no commissions or hidden fees. Go-to-market is a high-touch, consultative 4-step sales motion (Discovery Consultation → Custom Strategic Assessment → Decision & Planning → Implementation & Optimization) supported by content marketing through the Wise Money blog, Resource Center video library, YouTube, and earned media. The firm is privately held and founder-controlled, with no institutional investors or external funding.

Name

Quarry Hill Advisors

Legal name

Quarry Hill Advisors, LLC

Website

https://quarryhilladvisors.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Quarry Hill Advisors is a fee-only fiduciary RIA in Saint Paul, MN, serving HNW individuals, corporate executives, retirees, and business owners through integrated tax, retirement, and evidence-based investment planning delivered via its proprietary Bedrock Process™ on a tiered AUM-fee model.

Ownership category

akta.pro rank

Headquarters

HQ city

Saint Paul

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Assets Under Management (AUM) Fees: The firm charges a transparent, tiered annual fee based on the assets they manage. Fees decrease as assets grow: 1.00% for first $2M, 0.75% for $2M-$5M, 0.50% for $5M-$10M, and 0.25% for assets over $10M. Billing is done quarterly in advance. No commissions, kickbacks, or undisclosed revenue sources. Comprehensive tax planning, estate planning guidance, and equity compensation analysis are included at no additional charge.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

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Product overview

Quarry Hill Advisors is a fee-only fiduciary financial advisory firm offering a unified financial planning and investment management service. The core offering centers on The Bedrock Process™, a proprietary seasonal planning methodology that organizes all planning activities into four focused seasons throughout the year. This is delivered alongside six integrated service pillars: Tax Planning, Retirement Planning, Withdrawal Strategy, Evidence-based Investing, Stock Compensation Planning, and Charitable Planning. Clients engage through a structured four-step process (Discovery Consultation, Custom Strategic Assessment, Decision & Planning, Implementation & Optimization). The firm charges a tiered AUM-based fee starting at 1% for the first $2 million, with no commissions or hidden revenue sources.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Tiered fee structure reduces cost as assets grow (from 1.00% to 0.25% for larger portfolios)

Named customers8 records

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the primary custodian for client accounts. Clients access their accounts through Schwab's platform, with the firm recommending Schwab for its stability, insurance coverage (up to $600 million per account through SIPC and Lloyds of London), and operational reliability.
• Dimensional Fund AdvisorscoreTechnology or IntegrationDimensional Fund Advisors is referenced as part of the firm's evidence-based investment philosophy. The firm's investment approach uses academic research and factors that drive returns (market, size, value, profitability) aligned with Dimensional's investment methodology.
• RightCapitalcoreTechnology or IntegrationRightCapital serves as the client portal and financial planning software platform. Clients access their accounts through RightCapital for account viewing, planning tools, and secure document sharing.
• Financial Planning Association (FPA)minorOthersProfessional membership association for financial planners. The firm maintains membership as part of its professional affiliation and commitment to the financial planning profession.
• CFP BoardminorOthersProfessional certification body that grants the CFP® certification. Multiple team members hold CFP® certification, demonstrating commitment to highest professional standards.
• NAPFA (National Association of Personal Financial Advisors)minorOthersProfessional association of fee-only financial advisors. The firm maintains NAPFA membership as part of its commitment to the fee-only, fiduciary model of financial planning.
• Fee-Only NetworkminorOthersA network of fee-only financial advisors. Membership indicates commitment to the fee-only business model without commissions or product sales.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Large national fee-only RIA offering goal-based financial planning and managed portfolios to a broad HNW and mass-affluent client base. Overlaps with Quarry Hill in retirement, tax, and investment planning; larger scale and broader price-point reach.
• Carson Group: National network of partner advisors providing wealth management, tax, and business coaching services through affiliated RIAs. Comparable integrated planning offering for HNW clients and business owners; differs via affiliation/coaching model.
• Mariner Wealth Advisors: Large national fee-only RIA offering comprehensive financial planning, tax, estate, and investment services to HNW individuals and business owners. Comparable to Quarry Hill in fee-only fiduciary model and integrated planning, but at significantly greater scale.
• Creative Planning: One of the largest independent fee-only RIAs in the U.S., serving HNW clients with comprehensive wealth, tax, retirement, and estate planning. Comparable fee-only fiduciary model targeting similar executive and retiree personas, with far broader geographic and service reach.

Regional players

• Avantax Wealth Management: Wealth management firm historically focused on tax-integrated financial planning for HNW clients and CPAs. Comparable in tax-centric planning approach for professionals and executives; broader tax-prep heritage differentiates positioning.

Direct peers

• Moneta Group: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW individuals and families. Comparable fiduciary, fee-only model with integrated planning focus and similar client segments.
• Ritholtz Wealth Management: Boutique fee-only RIA emphasizing evidence-based investing, transparent flat/tiered fees, and thought-leadership content marketing. Closely comparable to Quarry Hill in philosophy, fee transparency, and content-driven lead generation model.
• Buckingham Wealth Partners: Fee-only RIA focused on evidence-based investing and integrated financial planning for HNW clients. Closely comparable to Quarry Hill in methodology (academic research-backed portfolios), fiduciary stance, and segment focus on corporate executives and retirees.
• Plante Moran Financial Advisors: Fee-only RIA affiliate of Plante Moran providing wealth management, retirement, and business-owner planning services. Comparable HNW and business-owner segments, fiduciary-only model, and integrated tax-and-financial-planning capabilities.

Others

• Schwab Managed Fiduciary Services (Charles Schwab): Charles Schwab, the firm's primary custodian, also operates an RIA referral program (Schwab Advisor Source). Comparable in targeting HNW clients for fiduciary advice and represents both a custodian and competitive channel for advisory firms like Quarry Hill.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/quarry-hill-advisors
• Facebookfacebook.com/QuarryHillAdvisors
• Xx.com/kylesmoore

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quarry Hill Advisors