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William Hurst

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Wasilla, AK 99623

Credentials

ChFC®, Series 63

Industry experience

31 years

About

William Hurst is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Hurst Financial, a firm brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and the use of 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

7362 W Park Hwy, #315

Wasilla, AK 99623

Most active in

Alaska

Work history

Hurst Financial

2008 - Present (18 years)

Eagle Strategies (NY Life)

2007 - Present (19 years)

Nylife Securities Inc.

1994 - Present (32 years)

New York Life Ins. Co.

1994 - Present (32 years)

Disclosures

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

Business activities & affiliations

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Donald S

Series 63, Series 65

Wasilla, AK

Missionsquare Retirement

Donald Spindle is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Kirby H

CFP®, Series 65

Wasilla, AK

Farther

Kirby Houchin is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Arbor Capital Management Inc. since 2015. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach combining passive index exposure with selective active management and also provides specialized digital asset management and consulting services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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David R

Series 63, Series 65

Chugiak, AK

Eagle Strategies (NY Life)

David Rupp is a financial advisor with Eagle Strategies (New York Life) in Chugiak, Alaska, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities Inc. since 2004. In addition to his advisory roles, he operates Rupp Financial, through which he sells New York Life products and brokers non-registered insurance products. 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, utilizing third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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