William Tennant is a CFP-designated registered investment advisor at J M Brown Financial Partners, based in Tulsa, OK, with 26 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, Investment Management, and 2 more. Their firm serves 511 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J M Brown Financial Partners' fees for managing your investments are either a percentage of the value of your portfolio or a fixed annual fee. The fees are negotiable and may vary. The annual fee will be no greater than 2.75% of the average daily balance or ending market value of the managed account. For assets on the American Funds Fee Based platform, the advisory fee is 0.75% per year.
Location
7060 S. Yale, Suite 701, Tulsa, OK, 74136-5740
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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 Certified Public Accountant providing tax preparation services. This non-investment related activity takes about 10-20% of his time, seasonally.
Employment History
Current Registrations
J M Brown Financial Partners
Previous Registrations
Securities America Advisors, INC.
Advisors Financial Group
Investacorp Advisory Services INC
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.