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Brittany Hendry

Advisor at Eagle Strategies (NY Life) — Bonham, TX

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Bonham, TX 75418

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,508

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Brittany Hendry is a financial advisor with Eagle Strategies (NY Life) based in Bonham, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles with NYLIFE Securities LLC, New York Life Company, and ClearPath Wealth Strategies, LLC. In addition to her advisory work, she is a partner at Fierce Financial, LLC, where she is involved in selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset management approach within the New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Bonham, TX

129 E 5th, Ste A

Bonham TX 75418

Advisors at this office

1

Most active in

Texas

Work history

3 years of industry experience

Eagle Strategies (NY Life)

2026 - Present • 1 year

Frisco, TX

Fierce Financial, LLC

2025 - Present • 1 year

Frisco, TX

ClearPath Wealth Strategies, LLC

2024 - 2025 • 1 year

Frisco, TX

NYLIFE Securities LLC

2023 - Present • 3 years

Frisco, TX

New York Life Company

2023 - Present • 3 years

Frisco, TX

Frisco ISD

2020 - 2023 • 3 years

Frisco, TX

Adams 12 Five Star School District

2018 - 2020 • 2 years

Broomfield, CO

Frisco ISD

2015 - 2018 • 3 years

Frisco, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert S

Series 66

Bonham, TX

Edward Jones

Robert Scott is a financial advisor with Edward Jones in Bonham, TX, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for six years at Behr Paint Corporation. Outside of his advisory role, Scott and his wife own a family ranch where they operate a premium cow-calf business, and he serves as sale manager for an auction group specializing in livestock. He is also a board member of Farm Bureau Insurance in Bonham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Randy B

CFP®, Series 63, Series 66

Bonham, TX

Edward Jones

Randy Bowen is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones in Bonham, TX since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including managed solutions and separately managed accounts, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner

Brent S

Series 63, Series 66

Bonham, TX

Edward Jones

Brent Speck is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1992. His outside business activities include managing a monthly income venture in Bonham, Texas. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Ryan B

Series 66

Bonham, TX

Edward Jones

Ryan Bowen is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Delco Trailers, The Trailer Guys, Kwik Chek or TXB, and Buffalo Wild Wings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Justin W

Series 66

Bonham, TX

Edward Jones

Justin Wright is a financial advisor with Edward Jones in Bonham, Texas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Thrivent Financial, Xeritech, Envision Nutrition, and Forge RX. Outside of financial advising, he works as a nutrition coach, providing consulting and client biofeedback monitoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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