Jason Hill
Jason Hill is a registered investment advisor at Financial & Tax Architects, LLC, based in Luther, OK, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Luther, OK
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the President and Managing Member of Hill Financial, Inc., an LLC for his IAR/Insurance commissions, since 2005. He dedicates full-time hours to this business, including during securities trading hours, and his duties include insurance and annuity sales.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Horter Investment Management, LLC
Level Four Advisory Services
Centaurus Financial, INC.
Centaurus Financial, INC.
Questar Capital Corporation
Questar Capital Corporation
State Registrations2 states
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.