William Atkinson
William Atkinson is a CFP-designated registered investment advisor at Access Financial Resources INC., based in Oklahoma City, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 623 clients with $350M 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 $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. For other asset holdings under management by AFR such as real estate, notes and mortgages, annuities, etc., the fair market value of such holdings are included in assets under management for the purposes of calculation of asset-based fees.
Fee Estimator
Location
3621 NW 63rd Street, Suite A-1, Oklahoma City, OK, 73116
Get directionsHistory
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 has a law practice as a sole practitioner. This takes a few hours per week.
Employment History
Current Registrations
Access Financial Resources INC.
Previous Registrations
Access Financial Resources INC.
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.