TrueAdvisor
TrueAdvisor
WR
WR

William Rapp

Money Concepts Advisory Service
38 Years of Experience
Boonville, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

William Rapp is a registered investment advisor at Money Concepts Advisory Service, based in Boonville, MO, with 38 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

513 E Spring St, Ste B, Boonville, MO, 65233

Get directions

History

Regulatory History (1)
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.
Criminal
March 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is an agent at Naught Naught/Assured Partners since 1998, selling health, dental, and group benefits, taking nearly full-time. He also co-owns Rapp Partnership LLC (rental property) and is a member of Chelcy Lee Properties LLC (investment property & rental income), dedicating minimal time and a few hours per week, respectively. William also sells Medicare and individual health plans through Rapp Insurance, dedicating a few hours per week.

Employment History
Current Registrations
Money Concepts Advisory Service
September 2022 - Present · 4 yrs 1 mo
Money Concepts Capital CORPBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Signator Investors, INC.Broker
December 2015 - March 2018 · 2 yrs 3 mos
Signator Financial Services, INC.Broker
December 2000 - December 2015 · 15 yrs
Sentra Securities CorporationBroker
July 1998 - December 2000 · 2 yrs 5 mos
Sunset Financial Services, INC.Broker
September 1997 - July 1998 · 10 mos
Intersecurities, INC.Broker
July 1992 - September 1997 · 5 yrs 2 mos
Penn Mutual Equity Services, INC.Broker
February 1992 - June 1992 · 4 mos
Monarch Securities, INC.Broker
June 1988 - January 1992 · 3 yrs 7 mos
State Registrations3 states
KSMONC
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Boonville, MO →All financial advisors in Missouri →