William Warner is a CFP, ChFC-designated registered investment advisor at Sentinel Asset Management, LLC, based in Westport, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 495 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Lower fees may be available through other advisors. Fees are negotiable based on factors such as size, complexity, and relationship.
Fee Estimator
Location
136 Main St. Suite 201, Brooks Corner, Westport, CT, 06880
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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
William teaches seminars on financial products through Warner Financial Group Inc. He also sells non-variable insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating minimal time to this. William is also associated with Granite Insurance LLC, spending a few hours per week there.
Employment History
Current Registrations
Sentinel Asset Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Nationwide Advisory 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.