William Jenkins
William Jenkins is a registered investment advisor at Comprehensive Wealth Planning, LLC, based in Shawnee, KS, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 60 clients with $13M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Total client fee includes custodian fee of up to 0.25%. Exceptions to the fee schedule may be made on a case-by-case basis.
Fee Estimator
Location
Shawnee, 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 ActivitiesSells Insurance
William is a business and estate planning attorney licensed in Kansas and Missouri, spending about a quarter of his time on this activity. He also has an insurance license and requests appointments with insurance carriers, dedicating a few hours per week to this.
Employment History
Current Registrations
Comprehensive Wealth Planning, LLC
Previous Registrations
Moneta Group Investment Advisors, LLC
Hdq Wealth
Lewer Financial Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.