WF
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William Fink
32 Years of Experience
Oklahoma City, OK
1 DisclosureBroker
William Fink is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
211 N Robinson Ave Ste N1600, One Leadership Square, Oklahoma City, OK, 73102
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1998Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Allstate Financial Services, LLCBroker
April 2008 - May 2023 · 15 yrs 1 mo
Edi Financial, INC.Broker
January 2005 - December 2006 · 1 yr 11 mos
Farmers Financial Solutions, LLCBroker
August 2002 - February 2005 · 2 yrs 6 mos
Edi Financial, INC.Broker
March 1998 - August 2002 · 4 yrs 5 mos
Crispin Koehler SecuritiesBroker
May 1997 - March 1998 · 10 mos
Dominion Capital CorporationBroker
July 1994 - May 1997 · 2 yrs 10 mos
Metlife Securities INC.Broker
September 1992 - July 1994 · 1 yr 10 mos
Metropolitan Life Insurance CompanyBroker
September 1992 - July 1994 · 1 yr 10 mos
Pruco Securities CorporationBroker
February 1991 - November 1991 · 9 mos
The Prudential Insurance Company of AmericaBroker
February 1991 - November 1991 · 9 mos
State Registrations6 states
ARMAOKTNTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.