William Lahl is a registered investment advisor at Vista Advisor Group, LLC, based in Walnut Creek, CA, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 688 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vista Advisor Group offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for more information regarding fees and compensation for these services.
Location
2950 Buskirk Avenue, Suite 350, Walnut Creek, CA, 94597
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 an investor in Kettleman Lahl LLC, a real estate investment, since 2007, but spends no time on it. He is also a licensee and speaker/instructor for Retirement Planning Today, a general retirement curriculum, since 2012, also spending no time on it.
Employment History
Current Registrations
Vista Advisor Group, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
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.