William Rath is a registered investment advisor at Webster Wealth Advisors, INC., based in Wilton, CT, with 30 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, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services range from $5,000 to $15,000 depending on the complexity of the plan.
- An hourly rate of $400/hour is also available if appropriate for the plan/project.
Location
Wilton, CT
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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 a co-owner of rental property in Weston, FL, since 2016. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Webster Wealth Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations12 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.