William Keesling
William Keesling is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
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 ActivitiesSells Insurance
William operates First Then Insurance & Financial Services as a DBA for his LPL business, focusing on fixed insurance, fixed life, annuities, disability insurance (DI), and long-term care (LTC), dedicating about half of his time. He also provides investment advisory services through Verus Capital Partners, LLC, spending about half of his time on this activity, and provides in-home supportive services for a family member, spending about 10-20% of his time.
Employment History
Current Registrations
Verus Capital Partners, LLC
Previous Registrations
LPL Financial LLCBroker
Securities America, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.