William Beutel is a CFA, CFP-designated registered investment advisor at Fiat Financial Planners, based in Wichita, KS, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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 | 1.00% |
| $500K - $1.0M | 0.84% |
| $1.0M - $5.0M | 0.68% |
| $5.0M - $10.0M | 0.52% |
| $10M+ | 0.52% |
Fees are negotiable based on clients' unique circumstances. A minimum fee of $1250 per quarter applies to accounts below $500,000. Fees for accounts above $10,000,000 are to be discussed.
Fee Estimator
Location
Wichita, KS
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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 →Other Business Activities
William is the President of Interserv International Services, LLC, an export distributor of oilfield materials, dedicating a few hours per week. He also works as a real estate broker and manages his personally owned rental properties, dedicating about 10-20% of his time and minimal time, respectively.
Employment History
Current Registrations
Fiat Financial Planners
Previous Registrations
The Mather Group, LLC
Dynamic Allocators LLC
Allstate Financial Advisors, LLC
State Registrations1 state
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