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CFP

William Whidden

Geneos Wealth Management, INC.
34 Years of Experience
White Salmon, WA
1 DisclosureBrokerSells Insurance
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William Whidden is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in White Salmon, WA, 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, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

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

Location

275 NE Tohomish, White Salmon, WA, 98672

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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
March 1999
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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.
June 2004 - Present · 22 yrs 4 mos
Geneos Wealth Management, INC.Broker
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Multi-Financial Securities Corporation
August 1999 - July 2004 · 4 yrs 11 mos
Multi-Financial Securities CorporationBroker
July 1999 - July 2004 · 5 yrs
Royal Alliance Associates, INC.Broker
June 1997 - July 1999 · 2 yrs 1 mo
Multi-Financial Securities CorporationBroker
January 1995 - May 1997 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1992 - January 1995 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
July 1992 - January 1995 · 2 yrs 6 mos
State Registrations16 states
AKAZCACOHIIDLAMEMTNYORRITXWAWIWY
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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