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Bill Meador

J. W. Cole Advisors, INC.
19 Years of Experience
Prairie Village, KS
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Bill Meador is a registered investment advisor at J. W. Cole Advisors, INC., based in Prairie Village, KS, with 19 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5250 W. 94th Terrace, Suite 108, Prairie Village, KS, 66207

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2010
Final
Employment Separation After Allegations
January 2007
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bill is an insurance agent advising on insurance products through The Wright Legacy Group, taking about half of his time. He is also a financial advisor doing wealth management through JWC Wealth Management, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
The Wright Legacy Group, LLC
November 2010 - July 2024 · 13 yrs 8 mos
Brookstone Capital Management LLC
April 2008 - January 2009 · 9 mos
Kcd Financial, INC.Broker
June 2006 - January 2007 · 7 mos
Aig Financial Advisors, INC.Broker
December 2005 - June 2006 · 6 mos
Hornor, Townsend & Kent, INC.Broker
February 2005 - September 2005 · 7 mos
PFS Investments INC.Broker
November 2003 - December 2004 · 1 yr 1 mo
State Registrations2 states
KSTX
Advisor

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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