William Schiffman
William Schiffman is a PFS-designated registered investment advisor at W3 Wealth Advisors, LLC, based in Worthington, OH, with 27 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, investment management services are provided by third-party portfolio managers through Valmark Advisers. If you choose to use these managed account programs, you will pay fees directly to Valmark Advisers and the chosen third-party money manager. Those specific fees and account minimums are detailed in Valmark Advisers' separate regulatory filing and the third-party manager's disclosures.
Location
890 Proprietors Road, Worthington, OH, 43085
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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 Activities
William invests in thoroughbred horse breeding ventures, dedicating a few hours per week. He is also a W2 employee at W3 Global Accounting, LLC, spending about 10-20% of his time in accounting consulting and tax preparation, and a principal at W3 Wealth Advisors, LLC, spending about a quarter of his time.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations32 states
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
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