William Whidden
William Whidden is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Englewood, CO, with 33 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, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
9635 Maroon Circle, Suite 100, Englewood, CO, 80112
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business ActivitiesSells Insurance
William is the owner of Proactive Financial Management, an independent representative with various insurance carriers (fixed products only), and the president of Columbia Gorge Wealth Advisors LLC. He also serves as the secretary for San Juan Fairway HOA.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Multi-Financial Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.