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CFP

William Lefavor

Stage Harbor Financial
20 Years of Experience
Westwood, MA
Sells Insurance
View SEC Summary
View SEC Summary

William Lefavor is a CFP-designated registered investment advisor at Stage Harbor Financial, based in Westwood, MA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 348 clients with $1.1B in assets under management.

Stage Harbor Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
348 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $3.0M0.70%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.35%

Fees may be negotiable based on factors such as anticipated future assets, account composition, and legacy relationships.

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

Location

100 Lowder Brook Drive, Suite #2500, Westwood, MA, 02090

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is an owner/partner in GBH Partners LLC, an entity established to receive commissions from sales activities including insurance products. He spends minimal time on this activity, and it is kept separate from Stage Harbor Financial.

Employment History
Current Registrations
Stage Harbor Financial
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Weston Financial
May 2011 - February 2018 · 6 yrs 9 mos
Weston Securities CorporationBroker
November 2005 - February 2018 · 12 yrs 3 mos
State Registrations1 state
MA
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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