William Yarnall is a CFP-designated registered investment advisor at William Henry Yarnall III, based in Los Angeles, CA, with 7 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are non-negotiable and billed quarterly.
Fee Estimator
Location
Los Angeles, CA
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 Activities
William works as a pilot for Delta Air Lines since 2014, dedicating about half of his time to this role. A significant portion of these hours occur during securities trading hours.
Employment History
Current Registrations
William Henry Yarnall III
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
More Advisors
- David Arakelyan, CFPCetera Investment Advisers LLC
- Deanna Adams, CFA
- Carol Cory, CFPPlanmember Securities Corporation
- Theodore Saade, CFP
- Michaela Hurtienne, CFP
- Charles Winn, CFAJ.P. Morgan Securities LLC