Monty Alspaugh
Monty Alspaugh is a registered investment advisor at Eagle Strategies LLC, based in Arlington, TX, with 25 years of industry experience. Monty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Arlington, TX
Get directionsHistory
Regulatory History (6)
Judgment / Lien
June 2019Judgment / Lien
January 2016Judgment / Lien
January 2015Judgment / Lien
April 2014Judgment / Lien
September 2013Criminal
November 1978Other Business ActivitiesSells Insurance
Monty brokers non-registered insurance products with various outside insurance carriers since 2003. He also owns The Airfield Financial Group, LLC and brokers property and casualty insurance, dedicating about 10-20% of his time and minimal time respectively.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Pruco Securities CorporationBroker
State Registrations3 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.