Clayton Boone is a CFA, CFP-designated registered investment advisor at World Investment Advisors, LLC, based in San Antonio, TX, with 17 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
19243 Fm 2252 #300, San Antonio, TX, 78266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clayton is a Managing Director at WD Pensionmark, a financial services firm, since March 2023. He dedicates full-time hours to the management and execution of the wealth management business.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Brighton Jones LLC
Austin Asset
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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