Eaglestrong Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,787,054
Clients
89
Advisors
2
of 2 employees
About
Eaglestrong Financial works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, and other businesses. The firm offers ongoing investment management, comprehensive and hourly financial planning, and employee benefit plan consulting, along with targeted planning packages such as student‑loan and retirement plan analyses.
The firm generally implements a passive investment approach, constructing portfolios with index mutual funds and ETFs while selectively using separately managed accounts and permitting socially responsible investment options when suitable for client objectives. Portfolios are built around client‑specific investment policy statements and are typically managed on a discretionary basis, with integrated financial planning provided alongside investment management.
Distinctive features include a small, two‑advisor team whose principals hold both CFP and CPA credentials, and a practice model that emphasizes ongoing retainer‑style comprehensive planning plus discrete planning packages that are often integrated with managed accounts. Eaglestrong also provides ERISA‑compliant retirement plan services and relies on an institutional custodian relationship that supplies operational and research support to the firm.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning Packages: $1,000 Student Loan Analysis, $2,500 Comprehensive Retirement Plan.
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually
$200 per hour
Comprehensive Financial Planning retainer paid monthly or quarterly for ongoing access and plan monitoring.
Fee-only: For clients with less than $250,000 AUM: $1,000 upfront plus $100-$500 per month ongoing fee.
Main office
1661 International Drive, Suite 400
Memphis TN 38120
Advisors at this office
2
Most active in
Mississippi · Tennessee · Texas
Also doing business as
Eaglestrong Financial · Eaglestrong Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William Y
CFP®, PFS™, Series 65
Memphis, TN
Eaglestrong Financial
William Yates III is a financial advisor at Eaglestrong Financial with 17 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Eaglestrong Financial in 2017, he worked at Waddell & Associates, LLC for one year. Eaglestrong Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and businesses, offering investment management and comprehensive financial planning. The firm employs a passive investment approach using index mutual funds and ETFs, with portfolios tailored to client-specific investment policy statements and managed mostly on a discretionary basis.
Dorothy Y
CFP®, Series 65
Memphis, TN
Eaglestrong Financial
Dorothy Yates is a CFP® professional with eight years of experience in financial advising at Eaglestrong Financial in Memphis, TN. Prior to her advisory role, she operated Time Stand Still Photography and has been an independent representative for Juice Plus since 2007. Eaglestrong Financial serves individuals, employer-sponsored retirement plans, and businesses with investment management, financial planning, and employee benefit consulting. The firm generally employs a passive investment strategy focused on index funds and ETFs, offering both discretionary portfolio management and integrated financial planning through a small team of CFP and CPA credentialed advisors.
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