William Geiler
William Geiler is a CFP-designated registered investment advisor at Spectrum Strategies, L.L.C., based in Dallas, TX, with 24 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, Retirement Planning, and 1 more. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial financial plan - starts at $1,000, depending on complexity.
- Subsequent reviews (after 12 months) - 50% or less of the original plan cost, with a minimum of $1,000. This rate applies for two years after the original plan date.
- Subsequent reviews (after 3 years) - 50% of the then-current fee schedule for plans at that level of complexity, with a minimum of $1,000. If the client's financial situation has changed substantially, the fee may exceed 50% of the original plan cost.
- Subsequent reviews (every 24 months) - minimum fee of $1,000.
- Consulting services - $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fixed fee arrangements may also be available.
Location
13455 Noel Road, 20th Floor, Dallas, TX, 75240
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an investment advisor representative with Spectrum Strategies, LLC, dedicating full-time hours to financial planning. He also owns rental property and helps clients obtain insurance policies, dedicating minimal time to each.
Employment History
Current Registrations
Spectrum Strategies, L.L.C.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Spectrum Strategies, L.L.C.
Fidelity Brokerage Services LLCBroker
State Registrations32 states
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