MH
MH

Michael Hill

27 Years of Experience
Fairfield, TX
5 DisclosuresBroker

Michael Hill is a registered investment advisor at Osaic Wealth, INC., based in Fairfield, TX, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

900 W Commerce, Fairfield, TX, 75840

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Settled
Customer Dispute
March 2014
Settled
Customer Dispute
April 2012
Settled
Customer Dispute
December 2001
Settled
Regulatory
September 1998
Final
Other Business Activities

Michael is the sole owner of Four Hills Real Estate, LLC, collecting rents from tenants and buying additional property, and a part owner of Union 28 Taphouse, a restaurant and wine tasting room. He also owns Hill Financial Group (a DBA), Wealth Advisory Council (an LLC for business checking), and Hill/Tyler LLC (land investment with his uncle), dedicating minimal time to each of these activities.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Osaic Wealth, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.
November 2012 - September 2023 · 10 yrs 10 mos
Sagepoint Financial, INC.Broker
October 2012 - September 2023 · 10 yrs 11 mos
Berthel Fisher & Company Financial Services, INC.
March 2006 - October 2012 · 6 yrs 7 mos
Berthel, Fisher & Company Financial Services, INC.Broker
May 2005 - October 2012 · 7 yrs 5 mos
Laradorbecker Asset Management Corporation
June 2004 - May 2005 · 11 mos
Laradorbecker Securities CorporationBroker
June 2002 - May 2005 · 2 yrs 11 mos
The (wilson) Williams Financial GroupBroker
October 2000 - December 2001 · 1 yr 2 mos
Northstar Securities, INC.Broker
August 1998 - December 2000 · 2 yrs 4 mos
Dominion Capital CorporationBroker
June 1998 - January 1999 · 7 mos
State Registrations18 states
ALARAZCACOFLGALAMONCNMNVNYOKSCTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.