JH
CFP
JH
CFP

Joshua Martin Hill

5 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
930 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

7500 College Blvd., Suite 1000, Overland Park, KS, 66210

Get directions

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.

Learn about disclosures →
Other Business Activities

Joshua maintains an active CPA designation since 2015, but will not offer accounting or tax services to advisory clients or prospects. This activity is not investment-related.

Employment History
Current Registrations
Keen Wealth Advisors
April 2020 - Present · 5 yrs 10 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.