William Horsfall
William Horsfall is a registered investment advisor at William Horsfall and Associates, based in South Pasadena, CA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
William Horsfall and Associates does not directly manage investments. Instead, they refer clients to third-party money managers. These managers pay William Horsfall and Associates a portion of the investment advisory fee they charge you for managing your account. The third-party managers will provide their own fee disclosures.
Location
South Pasadena, CA
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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 is a director at San Pasqual Fiduciary Trust since 2008, dedicating about half of his time. He also works as a consultant for Lucas, Horsfall, Murphy, and Pindroh, LLP, an accounting firm, spending minimal time on this activity.
Employment History
Current Registrations
William Horsfall and Associates
Previous Registrations
Lhmp Financial & Insurance Services
William Horsfall and Associates
Lhmp Financial & Insurance Services
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.