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William Saplicki

Hibernia Wealth Partners, LLC
26 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Saplicki is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Dallas, TX, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 653 clients with $370M in assets under management.

Hibernia Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
653 clients
Average Client Portfolio
$571K average
Assets Under Management
$372.5M

Fee Structure

Planning is included in investment management (also available separately)

Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.

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Location

12700 Hillcrest Rd., Suite 125, Dallas, TX, 75230

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William owns rental real estate and dedicates minimal time to it. He also engages in non-variable insurance activities and provides investment advisory services through Hibernia Wealth Partners, spending a few hours per week on each.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
February 2024 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2019 - April 2024 · 4 yrs 5 mos
First Allied Advisory Services, INC.
July 2012 - January 2020 · 7 yrs 6 mos
First Allied Securities, INC.Broker
April 2008 - November 2019 · 11 yrs 7 mos
First Allied Securities, INC.
April 2008 - July 2012 · 4 yrs 3 mos
H&r Block Financial Advisors, INC.
June 2003 - April 2008 · 4 yrs 10 mos
H&r Block Financial Advisors, INC.Broker
December 2002 - April 2008 · 5 yrs 4 mos
Prudential Securities Incorporated
December 1999 - December 2002 · 3 yrs
Prudential Securities IncorporatedBroker
December 1999 - December 2002 · 3 yrs
State Registrations20 states
AKARCAFLGAIAILLAMDMONCNDNJNYOKORPAPRTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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