William Donaldson
William Donaldson is a CFP-designated registered investment advisor at Donaldson Financial Wellness Network, LLC, based in Newtown, CT, with 21 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Donaldson Financial Wellness Network does not directly manage assets. Instead, they recommend third-party managed programs. They typically receive a fee of 0.25% to 1.00% of your assets invested in these programs. The exact fee will be disclosed in a separate document or in the investment management agreement. Clients will also be charged various program fees in addition to Donaldson Financial Wellness Network's fee. Some programs have minimum fees.
Location
197 Huntingtown Road, Newtown, CT, 06470
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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 owns Donaldson Financial Wellness Network, LLC, offering divorce financial planning and mediation services, dedicating about a quarter of his time. He also occasionally recommends and sells life insurance products and annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Donaldson Financial Wellness Network, LLC
Previous Registrations
Donaldson Financial Wellness Network, LLC
Conscious Capital Wealth Management, LLC
Wealth Management Advisers, LLC
Vista Investment Advisors LLC
Vista Investment Advisors LLC
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.