William Steinberger
William Steinberger is a CFP-designated registered investment advisor at Think Different Financial Planning, based in Redwood City, CA, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 45 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Think Different Financial Planning charges a flat annual fee of $15,000, paid quarterly in advance, for wealth management services. This fee is not tied to the value of your investment portfolio. If TDFP uses a third-party manager, GeoWealth Management, the $1,500 annual fee is included in the $15,000 fee. For accounts using customized index portfolios built by SmartHarvest or Aperio, clients are charged an additional annual asset-based fee of 0.20%. There is a $250,000 minimum to use these customized portfolios. Fees may be negotiable.
Contact
William Steinberger
Location
Redwood City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Think Different Financial Planning
Previous Registrations
Opes Wealth Management, LLC
Buckingham Asset Management, LLC
Raub Brock Capital Management, LP
State Registrations2 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.
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Additional Information
I founded Think Different Financial Planning to help people in tech manage their money.