Edward Williams
Edward Williams is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Phoenix, AZ, with 34 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16421 N Tatum Blvd Ste 207, Phoenix, AZ, 85032
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Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Edward owns Calapooya Creek LLC, which includes a ranch and his financial planning practice. He is also an IAR, solicits insurance, prepares taxes, owns Team Sports Outfitters, and is a trustee for his revocable living trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations9 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.