William Beezley
William Beezley is a registered investment advisor at Olympic Financial Advisors, LLC, based in Port Townsend, WA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 51 clients with $52M 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 | 0.85% |
| $500K+ | 0.70% |
Fees may be negotiable based on the nature and complexity of the client’s account.
Fee Estimator
Location
Port Townsend, WA
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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 limited partner in Madison Station, LLC, a limited partnership formed to develop a multi-family housing complex. His participation is passive, and he devotes minimal time to this investment.
Employment History
Current Registrations
Olympic Financial Advisors, LLC
State Registrations1 state
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.