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William Angelotti

20 Years of Experience
Tempe, AZ
Broker

William Angelotti is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 20 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, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1101 W Washington St, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

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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Employment History
Previous Registrations
U.S. Bancorp Advisors, LLC
June 2005 - March 2026 · 20 yrs 9 mos
Charles Schwab & CO., INC.
January 2000 - November 2004 · 4 yrs 10 mos
Exams
No exam information available for this advisor.
William Angelotti - Financial Advisor | TrueAdvisor