William Buchanan
William Buchanan is a registered investment advisor at Osaic Wealth, INC., based in Houston, TX, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1225 North Loop West, Ste. 216, Houston, TX, 77008
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Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
William is a Senior Financial Advisor at Altus Consulting Group, dedicating about a quarter of his time to financial planning and wealth management. He also works full-time as an independent insurance agent selling fixed insurance products and owns William G Buchanan LLC for creditor protection and employee payments.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Locust Street Securities, INC.Broker
MML Investors Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations21 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.