William Washburn
William Washburn is a CFP-designated registered investment advisor at Clarity Financial Organization, LLC, based in Boonville, IN, 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. Their firm serves 53 clients with $23M 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 $200K | 2.00% |
| $200K - $250K | 1.90% |
| $250K - $300K | 1.80% |
| $300K - $650K | 1.70% |
| $650K+ | 1.50% |
Wealth management fees can be negotiated at the sole discretion of the Firm based on the size of the account, prospective growth, and other factors and may differ from client to client.
Fee Estimator
Location
301 West Main Street, Suite 201, Boonville, IN, 47601
Get directionsHistory
Regulatory History (1)
Criminal
July 2020Other Business ActivitiesSells Insurance
William is a fixed insurance agent since 2013 and sells fixed insurance under DPL Financial Partner since 2022. He dedicates minimal time to these activities.
Employment History
Current Registrations
Clarity Financial Organization, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations1 state
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.