William Benner
William Benner is a registered investment advisor at Aviator Financial, LLC, based in Newport, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 117 clients with $19M in assets under 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 $50K | 1.50% |
| $50K - $350K | 1.20% |
| $350K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1748 Erly Road, Newport, PA, 17074
Get directionsHistory
Regulatory History (1)
Criminal
June 1995Other Business ActivitiesSells Insurance
William is a licensed insurance agent and holds positions with the Perry County Chamber of Commerce and the Perry County Republican Committee, dedicating minimal time to each. He also owns an apartment building and is President of Rose Hunting Camp, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Aviator Financial, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.