William Welborn is a CFP-designated registered investment advisor at Hoskins Financial, LLC, based in Nashville, TN, with 15 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. Their firm serves 28 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M - $4.5M | 0.70% |
| $4.5M - $5.5M | 0.60% |
| $5.5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
1900 Church Street, Suite 200, Nashville, TN, 37203
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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 Activities
William works as an administrative assistant doing data entry for Hoskins & Co. PC since January 2025. This takes minimal time.
Employment History
Current Registrations
Hoskins Financial, LLC
Previous Registrations
Creative Planning
Mastrapasqua Asset Management, INC.
Waddell & Associates INC
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.