William Wolf is a CFP-designated registered investment advisor at Financial Plan, INC., based in Bellingham, WA, with 15 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, High Net Worth, Investment Management, and 1 more. Their firm serves 846 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Due to the breadth and depth of our advisory services, we charge a minimum advisory fee of $2,500 per quarter, which includes management of the first $1 million of investable assets. For assets above $1 million, our advisory fee is based on a cumulative, tiered fee schedule that includes a gradually reduced annual fee as the amount of managed assets increases.
Fee Estimator
Location
11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956
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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 Activities
William owns rental real estate property and is a passive owner of Kegmeisters, LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Financial Plan, INC.
Previous Registrations
LPL Financial LLC
State Registrations1 state
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