Vincent Williams
Vincent Williams is a registered investment advisor at Retirement Planners, based in Los Angeles, CA, with 8 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 2 clients with $290K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Retirement Planners offers a free 1-hour consultation. After that, fees for financial analysis are calculated at $100 per hour, based on the complexity of the plan. Clients can be billed directly or through their brokerage accounts. A full refund is offered within 90 days if unsatisfied.
Location
8939 S Sepulveda Blvd, Ste. 110 Dept. 298, Los Angeles, CA, 90045
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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 ActivitiesSells Insurance
Vincent is an insurance agent selling life insurance, dedicating a few hours per week to this activity since 2002. He also works as a notary and is the owner of a Registered Investment Advisor, spending about 10-20% of his time as a fee-based planner.
Employment History
Current Registrations
Retirement Planners
Previous Registrations
Mony Securities Corporation
State Registrations1 state
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