William Tucker
William Tucker is a registered investment advisor at Sequent Planning, LLC, based in Alpharetta, GA, with 18 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
2650 Holcomb Bridge Rd., Suite 630, Alpharetta, GA, 30022
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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 ActivitiesSells Insurance
William is the owner of The Woodville Group LLC, where he sells life insurance, long-term care, and annuities, dedicating approximately 60 hours per month. He is also an insurance agent with Futurity First Insurance Group since January 2023, offering insurance products and services.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Catalyst Wealth Management
Retirement Wealth Advisors, LLC
Asset Management Strategies, INC.
Berthel Fisher & Company Financial Services, INC.
Bb&t Investment Services, INC.
Ironstone Securities, INC.
First Citizens Investor Services, INC.
Ftb Advisors, INC.
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.