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William Paddor

Vanderbilt Advisory Services
25 Years of Experience
Northbrook, IL
1 DisclosureSells Insurance
View SEC Summary
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William Paddor is a registered investment advisor at Vanderbilt Advisory Services, based in Northbrook, IL, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Vanderbilt Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

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

Location

Northbrook, IL

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History

Regulatory History (1)
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Customer Dispute
October 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is involved in securities, advisory, and insurance activities under the name Arlington Financial Services since 2003. He works as a health/life insurance agent, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Vanderbilt Advisory Services
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Moloney Investment Advisory LLC
March 2016 - December 2016 · 9 mos
Moloney Securities Asset Management LLC
February 2016 - January 2025 · 8 yrs 11 mos
Moloney Securities CO., INC.Broker
September 2009 - January 2025 · 15 yrs 4 mos
Moloney Securities CO., INC.
September 2009 - April 2016 · 6 yrs 7 mos
Waterstone Financial Group, INC.
March 2003 - September 2009 · 6 yrs 6 mos
Waterstone Financial Group, INC.Broker
March 2003 - September 2009 · 6 yrs 6 mos
Mesirow Financial, INC.
December 2001 - March 2003 · 1 yr 3 mos
Mesirow Financial, INC.Broker
December 2001 - March 2003 · 1 yr 3 mos
UBS Painewebber INC.Broker
May 2001 - December 2001 · 7 mos
Credit Suisse First Boston CorporationBroker
April 2000 - May 2000 · 1 mo
Equico Securities, INC.Broker
January 1994 - February 1994 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
January 1994 - February 1994 · 1 mo
State Registrations1 state
IL
Advisor

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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