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William Snyder

21 Years of Experience
Austin, TX
1 DisclosureBroker

William Snyder is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 21 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Colorado, Suite 2600, Austin, TX, 78701

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History

Regulatory History (1)
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Judgment / Lien
April 2024
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
July 2026 - Present · 3 mos
Integrity Alliance, LLC
June 2026 - Present · 4 mos
Kconnally Strategies, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Kestra Investment Services, LLCBroker
March 2022 - November 2024 · 2 yrs 8 mos
Kestra Advisory Services, LLC
March 2022 - November 2024 · 2 yrs 8 mos
Ernst & Young Investment Advisers LLP
October 2021 - January 2022 · 3 mos
Pruco Securities, LLC.Broker
August 2020 - July 2021 · 11 mos
Prudential Financial Planning Services
August 2020 - July 2021 · 11 mos
Wells Fargo Clearing Services, LLC
January 2014 - August 2020 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2013 - August 2020 · 7 yrs 3 mos
New England SecuritiesBroker
March 2012 - March 2013 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLCBroker
March 2006 - January 2011 · 4 yrs 10 mos
New England SecuritiesBroker
July 2003 - January 2005 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
October 2002 - July 2003 · 9 mos
Ids Life Insurance CompanyBroker
October 2002 - July 2003 · 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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