William Schiffman is a PFS-designated registered investment advisor at W3 Wealth Advisors, LLC, based in Worthington, OH, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
890 Proprietors Road, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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