William T Eaton

Rpg Family Wealth Advisory, LLC

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

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History

Regulatory History (1)

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Customer Dispute

December 2012

Award / Judgment

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Other Business Activities

William is a board member and investment committee member for the North Shore United Way. He also owns a seasonal rental property.

Employment History

Current Registrations

Rpg Family Wealth Advisory, LLC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Detwiler Fenton Investment Management LLC

August 2010 - July 2015 · 4 yrs 11 mos

Detwiler Fenton & CO.

September 2009 - December 2010 · 1 yr 3 mos

UBS Financial Services INC.

March 2008 - September 2009 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.