Byron Clark is a registered investment advisor at World Investment Advisors, LLC, based in Garden Ridge, TX, with 18 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
19243 FM 2252 Suite 300, Garden Ridge, TX, 78266
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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.
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Byron is a partner in Sundance Trading, LLC, an Amazon online retailer focused on beauty products. He spends a few hours per week on administrative and bookkeeping tasks.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Financial Life Advisors
Financial Life Advisors
United Planners' Financial Services of America a Limited PartnerBroker
The (wilson) Williams Financial GroupBroker
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.