KH
KH

Kira Hill

7 Years of Experience
Houston, TX
2 DisclosuresBrokerSells Insurance

Kira Hill is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 7 years of industry experience. Kira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019

Get directions

History

Regulatory History (2)
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.
Financial
August 2018
Final
Criminal
October 2002
Final Disposition
Other Business ActivitiesSells Insurance

Kira is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. Kira also works part-time as an internet safety rater, rating YouTube videos.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2024 - Present · 2 yrs 2 mos
VALIC Financial Advisors, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
January 2024 - February 2024 · 1 mo
LPL Financial LLC
January 2024 - February 2024 · 1 mo
VALIC Financial Advisors, INC.
October 2022 - December 2023 · 1 yr 2 mos
VALIC Financial Advisors, INC.Broker
August 2022 - December 2023 · 1 yr 4 mos
Invesco Distributors, INC.Broker
January 2008 - May 2012 · 4 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.