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Nathan Taylor Hill

Advisor at Cerity partners LLC — Arlington, TX

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

Arlington, TX 76006

Cerity partners LLC logo

Cerity partners LLC

Enterprise

Total advisors

737

Across 93 offices

Clients per advisor

34 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.

Client services

Based on Cerity partners LLC

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

Expertise

Based on Cerity partners LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy

Occupation focus

Based on Cerity partners LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees may be charged for financial planning and other non-investment advisory services, negotiated per engagement.

Commissions

Commissions are earned by affiliated insurance agency CP Risk Management on insurance and annuity products; also, certain employees acting as registered representatives earn commissions on brokerage transactions.

Project-based

Hourly fees may be charged for financial planning or other consulting services, based on scope of engagement.

Performance-based

Performance-based fees are charged to qualified clients under Rule 205-3; also, affiliated private investment vehicles may charge performance fees as described in governing documents.

Other

Minimum fee: Minimum fees may be charged if assets under management fall below a threshold; specifics are negotiated with each client and may exceed 1.50% of assets under management. Fee-only: Financial planning fees may be charged as flat fees or included in investment management fees; fees are negotiable and vary by client circumstances.

Location

See office

Arlington, TX

2015 E. Lamar Blvd., Suite 200

Arlington TX 76006

Advisors at this office

3

Most active in

Texas

Work history

5 years of industry experience

Cerity partners LLC

2024 - Present • 2 years

New York, NY

Paladini Financial Management

2023 - 2024 • 1 year

Arlington, TX

Paladini Financial Advisors LLC

2023 - 2024 • 1 year

Arlington, TX

Cain Watters & Associates

2021 - 2023 • 2 years

Frisco, TX

Unemployed

2020 - 2021 • 1 year

Dallas, TX

Ernst & Young

2018 - 2020 • 2 years

Dallas, TX

VITRO

2017 - 2018 • 1 year

Wichita Falls, TX

NORTHWESTERN MUTUAL

2015 - 2016 • 1 year

Oklahoma City, OK

Oklahoma State University

2014 - 2017 • 3 years

Stillwater, 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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Evan M

Series 66, Series 7

Arlington, TX

Stirlingshire Investments

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities Gen Z (Born 1996-2010) Gen Y/Millennials (Born 1980-1995)
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Carman K

Series 66

Fort Worth, TX

Innovative Wealth Building LLC

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments Annuities
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Fusion Capital Management, Merrill, and Northwestern Mutual Investment Management. Since 2017, he has also been involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and business entities. The firm utilizes an open-architecture platform with both fundamental and technical analysis, managing over $1.1 billion in client assets while offering a broad range of investment strategies and continuous portfolio monitoring.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Kyle L

Series 65

Colleyville, TX

Bard Investment Group, LLC

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Ryan A

CFP®, Series 66

Dallas, TX

Double Eagle Wealth Management LLC

Ryan Ammon is a Certified Financial Planner™ (CFP®) with 13 years of industry experience, currently serving as the sole advisor at Double Eagle Wealth Management LLC in Dallas, TX. Prior to founding Double Eagle Wealth Management in 2024, he spent 12 years at Edward Jones. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, nonprofit organizations, and corporate entities. The firm utilizes a mix of separately managed accounts, ETFs, alternative investments, and integrated tax services, serving a client base that includes corporate clients and pension plans.

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

Series 65

Dallas, TX

FSO Wealth

Warren Covert is a Series 65-licensed financial advisor at FSO Wealth in Dallas, TX, with one year of industry experience. His prior roles include work with Global Fiduciary Partners LLC and the U.S. Department of State. FSO Wealth provides financial planning and investment management to individuals and high-net-worth clients, offering services that include seminars and workshops for institutional and public groups. The firm emphasizes a planning-first approach with tailored recommendations and primarily non-discretionary investment management, alongside formal educational offerings and self-directed courses.

General retirement planning Retirement income strategy Social Security optimization Medicare planning General tax planning
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