Edward Williams is a CFP-designated registered investment advisor at Boldin Advisors, based in Downingtown, PA, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 821 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
Downingtown, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Employment History
Current Registrations
Boldin Advisors
Previous Registrations
Facet
Clarfeld
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Usallianz Investor Services, LLCBroker
Directed Services, INC.Broker
State Registrations2 states
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
More Advisors
- David Fedorka, CFP
- Brian Talbott, CFPOlio Financial Planning
- Jian Shi, CFAEdward Jones
- Stephen Pomanti, CFP, ChFCSp Retirement LLC
- Casey Calder, ChFCCalder Financial LLC
- Ernest Cecilia, CFAApricus Wealth LLC