WD
WD

William Deshurko

38 Years of Experience
Centerville, OH
Sells Insurance

William Deshurko is a registered investment advisor at Buckeye Wealth Partners, LLC, based in Centerville, OH, with 38 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 252 clients with $68M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
252 clients
Average Client Portfolio
$270K average
Assets Under Management
$68.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1.0M1.40%
$1.0M - $2.0M1.00%
$2M+0.60%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

203 W. Franklin St., Centerville, OH, 45459

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is a managing member of 401 Advisor, LLC, an RIA, and spends about 10-20% of his time on insurance sales as a sole proprietor. He also manages real estate through Deshurko Properties LLC and writes financial articles, each taking about 10% of his time, and dedicates minimal time to serving as a board member for a non-profit.

Employment History
Current Registrations
Buckeye Wealth Partners, LLC
May 2003 - Present · 23 yrs
Previous Registrations
Ceros Financial Services, INC.Broker
January 2016 - June 2022 · 6 yrs 5 mos
Sterne Agee Investment Advisor Services, INC.
January 2015 - January 2016 · 1 yr
Sterne Agee Financial Services, INC.Broker
September 2014 - January 2016 · 1 yr 4 mos
Sterne Agee Investment Advisor Services, INC.
November 2007 - January 2015 · 7 yrs 2 mos
Wrp Investments, INC.Broker
February 2004 - September 2014 · 10 yrs 7 mos
401 Advisor, LLC
May 2003 - December 2020 · 17 yrs 7 mos
Linsco/private Ledger CORP.
October 1999 - March 2004 · 4 yrs 5 mos
Linsco/private Ledger CORP.Broker
April 1993 - March 2004 · 10 yrs 11 mos
CUNA Brokerage Services, INC.Broker
January 1991 - May 1993 · 2 yrs 4 mos
Century Investors of America, INC.Broker
September 1988 - December 1990 · 2 yrs 3 mos
Brazie & Company, INC.Broker
November 1987 - September 1988 · 10 mos
Fsc Securities CorporationBroker
August 1987 - October 1987 · 2 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.