TrueAdvisor
TrueAdvisor
WR
WR

William Richardson

Avior Wealth Management, LLC
19 Years of Experience
Minnetonka, MN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

William Richardson is a registered investment advisor at Avior Wealth Management, LLC, based in Minnetonka, MN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.

Avior Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,894 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.

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

Location

11100 Wayzata Blvd, Suite 210, Minnetonka, MN, 55305

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is the manager of a branch location for Retirement Income Source DBA, marketing investment advisory and fixed insurance services, taking about half of his time. He also sells fixed insurance products, dedicating about half of his time to this activity.

Employment History
Current Registrations
Avior Wealth Management, LLC
February 2026 - Present · 8 mos
Previous Registrations
Sound Income Strategies, LLC
March 2023 - February 2026 · 2 yrs 11 mos
Oakwood Capital, INC.
May 2020 - March 2023 · 2 yrs 10 mos
Gardner Advisors INC.
May 2020 - December 2020 · 7 mos
Gardner Financial Services, INC.Broker
February 2020 - March 2020 · 1 mo
Prosperity Capital Advisors
February 2018 - May 2020 · 2 yrs 3 mos
Allianz Life Financial Services, LLCBroker
November 2009 - February 2018 · 8 yrs 3 mos
Thrivent Investment Management INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
Fsc Securities CorporationBroker
October 2006 - April 2008 · 1 yr 6 mos
State Registrations2 states
MNTX
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.
More Advisors
More financial advisors in Minnetonka, MN →All financial advisors in Minnesota →