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Mark Aaron Hill

Advisor at Eagle Strategies (NY Life) — Stillwater, OK

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Stillwater, OK

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Mark Hill is a financial advisor with Eagle Strategies (NY Life) based in Stillwater, OK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Eagle Strategies since 2004 and has prior experience with Nylife Securities LLC and New York Life Insurance Company dating back to 2000. Hill also works as an insurance broker for fixed annuities, group annuities, life products, health insurance, and disability insurance. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, working within an integrated 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

Stillwater, OK

Stillwater OK

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

25 years of industry experience

Eagle Strategies (NY Life)

2004 - Present • 22 years

Stillwater, OK

Nylife Securities LLc

2001 - Present • 25 years

Stillwater, OK

NEW YORK LIFE INSURANCE COMPANY

2000 - Present • 26 years

Tulsa, OK

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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Bob B

CFP®, Series 63, Series 65

Stillwater, OK

Bollinger Financial Advisory, Inc.

Bob Bollinger is a CERTIFIED FINANCIAL PLANNER™ with 41 years of industry experience. He has been the principal of Bollinger Financial Advisory, Inc. since 1997 and has been associated with LPL Financial, LLC since 1994. Bollinger Financial Advisory, Inc. provides project-based financial planning and consulting services to individuals, including high net worth clients, as well as trusts and estates. The firm delivers advice at the fund or strategy level without managing client accounts or holding custody of assets, and engagements typically conclude with a written financial plan or consulting report rather than ongoing investment management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Life insurance needs analysis
user avatar

Cody M

CFP®, Series 65, Series 63

Stillwater, OK

Stillwater Financial

Cody Murray is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Stillwater Financial. His prior roles include positions at Bivin & Associates, Aquire Wealth Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial is an independent advisory practice managing approximately $34 million for around 42 clients, primarily individuals and high-net-worth households. The firm offers individualized portfolio management and comprehensive financial planning, with an investment approach rooted in Modern Portfolio Theory and passive portfolio construction, alongside fundamental analysis. The firm also provides retirement plan services to employer sponsors and participant-directed accounts, maintaining a fiduciary role in plan advisory.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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John C

Series 63, Series 66

Perry, OK

Acrylic Financial, Inc.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
user avatar

Ray S

ChFC®, Series 63, Series 65

Stillwater, OK

TFB Advisors, LLC

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Garrett M

Series 66

Perry, OK

Merit Financial Advisors

Garrett Morris is a financial advisor at Merit Financial Advisors with five years of industry experience. He previously worked at Exchange Bank and Trust Company for ten years and held roles at LPL Financial LLC and PKS Investments. Outside of his advisory work, Morris serves as the music director at Stillwater Bible Church. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth management services including financial planning, retirement advice, and educational programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar

David C

ChFC®, Series 63, Series 65

Perkins, OK

Hornor, Townsend & kent, LLC

David Chaney is a ChFC® with 35 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Outside of his advisory role, Chaney owns and operates several life insurance brokerages, including Legacy and Succession and Legacy Planning Service. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Business succession planning Wealth management
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