William Candler is a registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 166 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabin Advisors offers several investment management programs:
- Rep as Manager Program: Representatives manage accounts individually. Fees are negotiated but cannot exceed 2% annually.
- Monitoring of Investments: Representatives monitor variable annuities, 401(k)s, and other plans. Fees are negotiated but cannot exceed 1.5% annually, plus a quarterly administrative fee of up to $7.25. There may be an additional $25 per quarter for accounts held away.
- Unified Managed Account Program: Representatives provide ongoing investment advice and allocate assets among models, mutual funds, and ETFs. Fees are negotiated but cannot exceed 2% annually, plus a monthly administrative fee of up to $7.25.
Location
6240 W. 135th Street, Suite 214, Overland Park, KS, 66223
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Regulatory
May 2015Other Business Activities
William is a Registered Principal at JCC Capital Markets LLC, owner of Cabin Securities Inc., minority owner of Directpost Inc., and a member of Valley Point, LLC. He is also a Managing Partner at Cabin Advisors LLC and a partner in Ozark Kri-Kri, LLC, an animal breeding business.
Employment History
Current Registrations
Cabin Advisors, LLC
Jcc Capital Markets, LLCBroker
Cabin Securities, INC.Broker
Previous Registrations
Jcc Advisors, LLCBroker
Connor Capital Investments, LLCBroker
Burch & Company, INCBroker
Argent Investment Services, INC.Broker
Burch & Company, INCBroker
Vsr Financial Services, INC.Broker
State Registrations17 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.