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Bryson Hill

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Lewisburg,, TN 37091

Credentials

Series 66

Industry experience

2 years

About

Bryson Hill is a financial advisor with Eagle Strategies (NY Life) in Lewisburg, TN, holding a Series 66 designation and two years of industry experience. He has been associated with Pickens Hollow Financial Group, LLC and Eagle Strategies since 2024. Outside of advisory work, Hill has experience in the food service industry, including roles at Bottles and Bones and Taquila Momma Taqueria. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

112 2 Nd Avenue North

Lewisburg,, TN 37091

Most active in

Georgia · Tennessee · Texas

Work history

Pickens Hollow Financial Group, LLC

2024 - Present (2 years)

Eagle Strategies LLC

2024 - Present (2 years)

NYLIFE Securities LLC

2024 - Present (2 years)

New York Life Insurance Company

2024 - Present (2 years)

Pickens Hollow Financial Group, LLC

2023 - 2024 (1 year)

Atlanta Warehouse Solutions

2021 - 2023 (2 years)

Bottles and Bones

2020 - 2023 (3 years)

Taquila Momma Taqueria

2020 - 2021 (1 year)

Jersey Mikes Subs

2018 - 2019 (1 year)

American Girl Bistro

2016 - 2018 (2 years)

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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Series 65

Columbia, TN

Sterling Wealth Advisors, Inc.

Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

General retirement planning
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CFP®, Series 65

Columbia, TN

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Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

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Columbia, TN

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Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

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Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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Matthew S

Series 66

Columbia, TN

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Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. His career includes positions at Edward Jones, Wells Fargo, and Jeffrey Matthews Financial Group before joining Navy Federal in 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional overlay services.

ESG / Sustainable investing Wealth management Tax-loss harvesting Retired
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Thomas Y

CFP®, Series 66

Columbia, TN

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Thomas Young is a CFP® with six years of industry experience, currently serving as a financial advisor at Independent Financial Partners. His prior experience includes roles at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, and several regional banks. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning business. Independent Financial Partners is a nationwide firm supporting a multi-advisor platform with over 260 advisors and more than $12 billion in assets under management. The firm offers a decentralized advisory model with options for individualized investment strategies, centralized asset management, and specialized retirement-plan advisory services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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