William Nunn is a CFP-designated registered investment advisor at Horizon Financial Planning LLC, based in New Orleans, LA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 25 clients with $2.4M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Waypoint Rewards program offers a fee reduction of 16% for clients who maintain an investment account for three years and have at least $1,000,000 in assets under management. Accounts subject to the TAMP fee schedule are not eligible for Waypoint Rewards.
Fee Estimator
Contact
William Nunn
Location
318 Harrison Ave, Floor 01, New Orleans, LA, 70124
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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 the owner of Nunn Consulting LLC, where he consults on general business operations and analytics. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Horizon Financial Planning LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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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