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William Snyder
20 Years of Experience
Leander, TX
1 Disclosure
William Snyder is a registered investment advisor at Kconnally Strategies, LLC, based in Leander, TX, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Leander, TX
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2024Employment History
Current Registrations
Kconnally Strategies, LLC
June 2025 - Present · 10 mos
Previous Registrations
Kestra Investment Services, LLCBroker
March 2022 - November 2024 · 2 yrs 8 mos
Kestra Advisory Services, LLC
March 2022 - November 2024 · 2 yrs 8 mos
Ernst & Young Investment Advisers LLP
October 2021 - January 2022 · 3 mos
Prudential Financial Planning Services
August 2020 - July 2021 · 11 mos
Pruco Securities, LLC.Broker
August 2020 - July 2021 · 11 mos
Wells Fargo Clearing Services, LLC
January 2014 - August 2020 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2013 - August 2020 · 7 yrs 3 mos
New England SecuritiesBroker
March 2012 - March 2013 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLCBroker
March 2006 - January 2011 · 4 yrs 10 mos
New England SecuritiesBroker
July 2003 - January 2005 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
October 2002 - July 2003 · 9 mos
Ids Life Insurance CompanyBroker
October 2002 - July 2003 · 9 mos
State Registrations1 state
TX
Advisor
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.