William Puckett is a CFP, PFS-designated registered investment advisor at Edelman Financial Engines, based in St Petersburg, FL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
125 5th St. South, Ste 201, St Petersburg, FL, 33706
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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 manages a real estate investment property, dedicating minimal time to it. He is also winding up the dissolution of Align Wealth Management, spending a few hours per week on this task.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Cambridge Investment Research Advisors, INC.
Align Wealth Management, LLC
Cambridge Investment Reserarch, INC.
State Registrations3 states
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