William Wang is a CFP-designated registered investment advisor at Hfg Advisors, INC., based in Kennewick, WA, with 4 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, High Net Worth, and 4 more. Their firm serves 133 clients with $220M 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 $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fee Estimator
Location
8131 W. Grandridge Blvd, Suite 1, Kennewick, WA, 99336
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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 is a co-owner of Mustang Signs LLC, a sign production and vehicle wrap business, dedicating a few hours per week to ownership decision making. He is also an employee, managing director, and shareholder of HFG Trust LLC, a trust company, dedicating full-time hours to supervision and operations.
Employment History
Current Registrations
Hfg Advisors, INC.
Previous Registrations
Haberling Financial Group, INC.
State Registrations1 state
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