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Michael Glen Hill

Advisor at OSAIC — Fairfield, TX

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Fairfield, TX 75840

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Michael Hill is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with SagePoint Financial, Hill & Associates Wealth Management Advisors, and Wealth Advisory Council. Outside of advising, he is a part owner of a restaurant and wine tasting room, Union 28 Taphouse, where he contributes to major decisions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Fairfield, TX

900 W Commerce

Fairfield TX 75840

Advisors at this office

1

Most active in

Alabama · California · Florida · Georgia · Missouri · New Mexico · Texas

Work history

27 years of industry experience

OSAIC

2023 - Present • 3 years

Plano, TX

SagePoint financial

2012 - 2023 • 11 years

Plano, TX

Hill & Associates Wealth Management Advisors

2007 - Present • 19 years

Plano, TX

Wealth Advisory Councel

2001 - Present • 25 years

Plano, 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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Rhonda R

Series 63, Series 65

Streetman, TX

Rhonda L Russell

Rhonda Russell is the principal of Rhonda L Russell, an independent financial advisory firm. She holds Series 63 and 65 licenses and has 22 years of experience in the industry. Prior to founding her own firm, she worked at Doshier Pickens & Francis, P.C. for 37 years. Her practice includes tax accounting and planning, which informs her tax-aware investment recommendations. Rhonda L Russell provides financial planning, retirement planning, tax-planning strategies, and investment consultation to individuals and business clients, including pension and profit-sharing plans. The firm emphasizes tax efficiency and offers advisory services through hourly engagements, focusing on asset allocation and a mix of active and passive investment strategies without discretionary portfolio management.

General retirement planning Retirement income strategy General tax planning Passive / index investing Active portfolio management
user avatar

Richard S

Series 63, Series 65

Fairfield, TX

LexAurum Advisors

Richard Schaufert is a financial advisor with LexAurum Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at multiple firms, including The Kirkwood Group, Inc. since 2003, and has been with LexAurum Advisors since 2019. Outside of finance, Schaufert serves as Firefighter EMT and Chief for the Fairfield Volunteer Fire Department and is active in the Fairfield Lodge 103 AF&AM fraternity. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutions. The firm employs a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary management through standardized model allocations implemented mainly with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jefferey T

Series 63, Series 66

Fairfield, TX

Edward Jones

Jefferey Taylor is a financial advisor with Edward Jones in Fairfield, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as an administrative chairman at 1st United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national footprint with over 23,700 financial advisors and offers additional services such as trust and securities-based lending options.

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

Series 63, Series 65

Teague, TX

UBS Financial Services

Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement

Brian B

Series 66

Fairfield, TX

Edward Jones

Brian Bagley is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he served for nine years at StoneWater Church. He also preaches on an interim basis at various churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Wealth management General estate planning guidance Military & Veterans Founder/Business Owner

Eli P

Series 66

Fairfield, TX

Edward Jones

Eli Pratt is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Incommons Bank for six years and Farmers State Bank for four years. Outside of his advisory role, he co-owns Simpson Fireworks, a seasonal retail business, and operates a small cattle ranch through Pratt Cattle Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Educators, Teachers, and Academics
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