William Braddy
William Braddy is a CFP-designated registered investment advisor at Parkwoods Wealth Partners, LLC, based in Nashville, TN, with 22 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, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,395 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Family accounts and business/owner accounts can be combined for fee calculation purposes. Not-for-profit clients have a separate schedule starting at 0.50%.
Fee Estimator
Location
40 Burton Hills Boulevard, Suite 200, Nashville, TN, 37215
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 →Other Business ActivitiesSells Insurance
William owns 50% of Braddy and Braddy, LLC, an apartment rental business, dedicating minimal time. He also holds a TN insurance license and offers insurance products through Kraft Financial Services, LLC, spending minimal time consulting and assisting clients, and has a minority ownership in a property and casualty insurance agency.
Employment History
Current Registrations
Parkwoods Wealth Partners, LLC
Previous Registrations
Brightchoice Financial, LLCBroker
Kraft Asset Management, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
First Citizens Investor Services, 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.
Exams
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