William Dwyer is a registered investment advisor at Seaport Financial Education LLC, based in Portsmouth, RI, with 24 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, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Seaport Financial Education offers a Private Client service for $125 per month (billed quarterly in advance, can be cancelled with 30 days' notice). This includes all the services of the Financial Plan, on-demand access to the advisor, product reviews, economic updates, portfolio analyses, and assistance with other financial professionals.
- Financial Plan: $700, includes a discovery meeting, financial plan creation, portfolio analysis, findings presentation, and implementation follow-up.
- Retirement Plan/Product Pitch Review: $175 for an hour-long review of employer-sponsored plans or investment product recommendations.
- Curated Group Zoom Meetings: $125 per month (3-month minimum) for weekly moderated learning sessions.
Location
Portsmouth, RI
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 →Employment History
Current Registrations
Seaport Financial Education LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fidelity Brokerage Services LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Fidelity Brokerage Services LLCBroker
Cco Investment Services CORP.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
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.