William Alexander
William Alexander is a CFP-designated registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
10710 Murdock Dr, Suite 101, Knoxville, TN, 37932
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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 sells fixed insurance products, mainly life insurance, fixed annuities, long-term care, and disability insurance, outside of Mass Mutual. He also operates Knox Wealth Partners and Knox Wealth Partners Advisory as DBAs for his LPL business, and provides investment advisory services through Knox Wealth Partners Advisory LLC, dedicating about half his time to these activities.
Employment History
Current Registrations
Knox Wealth Partners Advisory
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations21 states
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