William Mcneer is a CFP-designated registered investment advisor at Farther, based in North Myrtle Beach, SC, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
2323 Hwy 17 S, North Myrtle Beach, SC, 29582
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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 operates under the DBA Capasso Planning Partners through Stark Capital, LLC, and also provides tax consulting services. He offers life insurance through numerous insurance companies, including SRM, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Farther
Previous Registrations
Summit Financial, LLC
Capasso Planning Partners LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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