KH
KH

Krista Hill

15 Years of Experience
Houston, TX
BrokerSells Insurance

Krista Hill is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 15 years of industry experience. Krista 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, L3-20, Houston, TX, 77019-2158

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Krista works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2020 - Present · 5 yrs 9 mos
VALIC Financial Advisors, INC.
August 2020 - Present · 5 yrs 9 mos
VALIC Financial Advisors, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2019 - June 2020 · 1 yr
Cetera Investment Services LLCBroker
June 2019 - June 2020 · 1 yr
Foresters Advisory Services, LLC
October 2018 - June 2019 · 8 mos
Foresters Financial Services, INC.Broker
June 2010 - June 2019 · 9 yrs
State Registrations3 states
ALCAGA
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.