William Wixon
William Wixon is a CFP, ChFC-designated registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 36 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3,684 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
Location
1695 State Hwy 169, Plymouth, MN, 55441
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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 President and Owner of Wixon Financial Insurance Agency since 1990. He spends a few hours per week on this non-investment related insurance business.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Wixon Advisors, INC.
Gardner Financial Services, INC.Broker
Investacorp, INC.Broker
B.C. Christopher Securities CO.Broker
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.