William Webb is a registered investment advisor at Csenge Advisory Group, LLC, based in Brentwood, TN, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
Brentwood, TN
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 is an independent contractor for CAP Partners LLC, assisting with 401(k) enrollment, dedicating minimal time. He also provides RIA services to clients through Csenge Advisory Group (about a quarter of his time) and Compass Advisory Partners (full-time).
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Compass Advisory Partners LLC
Fsc Securities CorporationBroker
Northern Lights Distributors, LLCBroker
Matrix Capital Group, INC.Broker
Compass Efficient Model Portfolios, LLC
Compass Advisory Partners LLC
Fsc Securities CorporationBroker
Fsc Securities Corporation
Edward Jones
Edward JonesBroker
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.