William Buehler is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Franklin, TN, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
3401 Mallory Lane, Suite 400, Franklin, TN, 37067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the secretary of CTB1, an executive search firm owned by his wife, to allow him to manage the company if she becomes incapacitated. He is also an emeritus/retired partner at Buehler & Berryhill Financial Partners LLC, but has no current responsibilities there.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Capital Brokerage CorporationBroker
Nylife Securities INC.Broker
State Registrations1 state
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.