SH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M
Fee Structure
This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.
Areas of Practice
Financial Planning & CoachingInsurance Planning
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Advisor Information
Office location
Frisco, TX
Get directionsRegulatory History (1)
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Customer Dispute
November 2000Withdrawn
Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent since 2009 and spends nearly full-time on insurance sales, advanced planning, and training. He also serves as Managing Director/CCO for CLA USA Advisory Group and Managing Member/CCO for Stephen F. Hill and Associates L.L.C., dedicating full-time hours across both roles, and works as an insurance agent for Eagle Financial Group for about a quarter of his time.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
May 2015 - Present · 10 yrs 8 mos
Stephen F. Hill and Associates L.L.C.
January 2013 - Present · 13 yrs
Previous Registrations
Lincoln Financial Securities Corporation
February 2010 - November 2010 · 9 mos
State Registrations15 states
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Advisor
Exams
No exam information available for this advisor.