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They include 167 high-net-worth individuals, 41 individual clients, and 9 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hill Island Financial offer?","answer":"Hill Island Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hill Island Financial charge?","answer":"Hill Island Financial charges 0.55%–1.65% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"HILL ISLAND DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hill Island Financial use?","answer":"Hill Island Financial’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $624M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hill Island Financial have?","answer":"Hill Island Financial has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hill Island Financial invest in?","answer":"At the end of its last fiscal year, Hill Island Financial’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 16% investment grade corporate bonds, 10% exchange-traded equities, 9% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hill Island Financial?","answer":"Hill Island Financial’s direct owners are Kevin Toler (75% or more) and Joshua Moeller (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hill Island Financial get paid?","answer":"Hill Island Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hill Island Financial registered with the SEC?","answer":"Yes, Hill Island Financial has been registered with the SEC as an investment adviser since 26 July 2021. Its CRD number is 313469 and its SEC file number is 801-121837.","source":"Form ADV Part 1A, Item 1, filed 5 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hill Island Financial?","answer":"Hill Island Financial’s main office is at 38 Commerce Avenue SW, Suite 310, Grand Rapids, MI 49503. Its phone number is 616-977-2639. 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