William Lethemon is a registered investment advisor at Money Evolution, based in Bloomfield Hills, MI, with 31 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, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Money Evolution offers an ongoing Premium Access Service for $99 to $299 a month. This includes periodic reviews and updates to WealthVision financial information and wealth management software, occasional reviews of investment strategies, goal settings, and other financial planning topics. This service can be cancelled at any time with 5 days advance notice.
Money Evolution offers fixed one-time financial planning services for a negotiated fee of $299 to $1,899.
Location
21 E Long Lake Rd Ste 104, Bloomfield Hills, MI, 48304-2354
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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 is involved in several business activities, including Lethemon Financial LLC, a blog and YouTube channel (moneyevolution.com), Financial Advisors Lab LLC (a podcast), and Portfolio Evolution. He also serves as a Precinct Delegate for Bloomfield Township, dedicating minimal time to this role.
Employment History
Current Registrations
Money Evolution
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.