William Simpson is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Portsmouth, NH, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 20,738 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors charges an annual fee based on a percentage of the total value of your investment portfolio. The fee schedule varies depending on your specific arrangement, and rates are typically negotiable based on relationship size and complexity. Fees are usually billed either quarterly in advance or quarterly in arrears.
- Standard portfolio management fees are based on a percentage of assets under management.
- Non-discretionary accounts may be subject to higher fees than discretionary accounts.
- Some clients who joined through firm acquisitions may retain legacy fee schedules negotiated with their original advisors.
Location
875 Greenland Road, Suite A10, Portsmouth, NH, 03801
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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 →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Resolute Financial, LLC
Azimuth Financial Planning, LLC
The Harbor Group, INC.
State Registrations5 states
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
Additional Information
Bill Simpson is a managing partner at Resolute Financial, LLC, a fee-only financial planning and investment management firm located in Portsmouth, New Hampshire and Newburyport, MA. He brings to the firm over 20 years of professional experience working with individuals and corporations to develop and implement solutions to complex financial and management issues. He became a Certified Financial Planner TM practitioner after earning a certificate in Financial Planning from Boston University, meeting the experience requirement, and passing the rigorous 10-hour Certified Financial Planner TM exam. In addition, he has a Bachelor Degree in Mechanical Engineering from Worcester Polytechnic Institute and a MBA from Boston College where he graduated with honors. Prior to founding AFP, Bill was employed at The Harbor Group, a wealth management firm in Bedford, New Hampshire, providing financial planning and investment management services to affluent individuals and families. Bill is a member of the Financial Planning Association, and has the New Hampshire Accident, Health, and Life Insurance License, which enables him to offer insurance consulting services.
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