JB
CFP
JB
CFP

John Brickhouse

26 Years of Experience
BrokerSells Insurance

John Brickhouse is a CFP-designated registered investment advisor at D.H. Hill Advisors, INC., based in Richardson, TX, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 736 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts greater than $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Richardson, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling and servicing fixed insurance products since 2010. This takes about a quarter of his time.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
November 2016 - Present · 9 yrs 5 mos
D.H. Hill Securities, Lllp
November 2016 - Present · 9 yrs 5 mos
D.H. Hill Securities, LllpBroker
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
October 2012 - October 2016 · 4 yrs
Brokers Financial
October 2012 - October 2016 · 4 yrs
FsicBroker
June 2012 - October 2012 · 4 mos
Sms Financial & Investment Management
May 2011 - October 2012 · 1 yr 5 mos
Artesa Financial Group
July 2010 - March 2011 · 8 mos
Raymond James Financial Services, INC.Broker
February 2010 - July 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2002 - January 2010 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - January 2010 · 7 yrs 5 mos
American Express Financial Advisors INC.Broker
July 2001 - July 2002 · 1 yr
Ids Life Insurance CompanyBroker
July 2001 - July 2002 · 1 yr
Salomon Smith Barney INC.Broker
August 2000 - January 2001 · 5 mos
American Express Financial Advisors INC.Broker
December 1998 - March 2001 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1998 - March 2001 · 2 yrs 3 mos
State Registrations8 states
CAFLILMIMONCOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.