William Stone is a CFP-designated registered investment advisor at Avidian Wealth Solutions, based in Austin, TX, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
4210 Spicewood Springs Rd Bldg E, Austin, TX, 78759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avidian Wealth Solutions
Previous Registrations
DBA Stone Wealth Management
State Registrations1 state
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