William Stone
William Stone is a registered investment advisor at Waverly Advisors, LLC, based in Ridgeland, MS, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
800 Woodlands Pkwy #208, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
William is an Investment Advisor Representative with EFP Advisors DBA W.O Stone Advisors, dedicating nearly full-time hours to investment advisor services and financial planning. He also provides fixed insurance advice and products to current financial planning clients and offers fixed insurance solutions, spending minimal time on these insurance-related activities. William is also a board member for Presbyterian Church in America Foundation, spending minimal time.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Efp Advisors
Cs Planning CORP
Purshe Kaplan Sterling InvestmentsBroker
Cs Planning CORP
Stanford Group Company
Stanford Group CompanyBroker
Efp Wealth Management
Fsc Securities CorporationBroker
Commonwealth Equity Services, INC.Broker
State Registrations2 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.