William Kenneth Wilson

23 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Reap in Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

283 clients

Average Client Portfolio

$118K average

Assets Under Management

$33.3M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

Los Angeles, CA

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2002

Final

Regulatory

November 2001

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

William is an independent insurance agent with Wilson Financial Group since 1992, dedicating full-time hours to this role. He is also a contracted/licensed insurance agent with J.D. Mellberg Financial, LLC since 2016, focusing primarily on annuities and spending about 10-20% of his time on this activity.