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CFP
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CFP

William Spinner

Integrated Wealth Concepts LLC
34 Years of Experience
Manalapan, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Spinner is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Manalapan, NJ, with 34 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
473 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

195 US Highway 9, Suite 202, Manalapan, NJ, 07726

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is involved in several business activities, including Financial Educators Network LLC, Precision Financial Strategies, and Integrated Wealth Concepts LLC. He also dedicates about half his time to providing investment advisory services through Integrated Wealth Concepts, LLC and sells non-variable insurance.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
September 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
LPL Financial LLC
May 2025 - July 2026 · 1 yr 2 mos
Lincoln Financial Advisors Corporation
June 2004 - September 2019 · 15 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - September 2019 · 15 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - April 2006 · 2 yrs 4 mos
Veravest Investment Advisors, INC.
May 2002 - December 2003 · 1 yr 7 mos
Veravest Investments, INC.Broker
February 1992 - December 2003 · 11 yrs 10 mos
State Registrations20 states
AZCACODEFLGAINKYMDMIMNNCNHNJNYOHPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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