Advisor at Eagle Strategies (NY Life)
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oxford, MS 38655
Credentials
Series 66
Industry experience
18 years
Heath Houston is a financial advisor with Eagle Strategies (New York Life) based in Oxford, MS, holding a Series 66 designation and 18 years of industry experience. He operates under his own firms, HH Strategies LLC and Crystal Clear Financial Group, LLC, while also working with Eagle Strategies since 2010. Outside of his advisory work, he is a partner in Wolf Ridge Farms LLC, a hunting camp for social purposes, and serves as a youth soccer coach with the Oxford Park Commission. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in assets as of 2024.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase
IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees
Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly
Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee
2084 Old Taylor Road, Suite 106, University Office Park
Oxford, MS 38655
Mississippi · Tennessee · Texas
Crystal Clear Financial Group, LLC
2022 - Present (4 years)
HH Strategies LLC
2019 - Present (7 years)
Eagle Strategies (NY Life)
2010 - Present (16 years)
Nylife Securities LLC
2008 - Present (18 years)
New York Life Insurance Company
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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