William Steinberger
William Steinberger is a CFP-designated registered investment advisor at Think Different Financial Planning, based in Menlo Park, CA, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 45 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Think Different Financial Planning charges a flat annual fee of $18,000 for wealth management services, paid quarterly in advance. This fee is not based on the size of your portfolio. For accounts utilizing customized index portfolios built by third-party managers, an additional annual asset-based fee of 0.20% applies, with a minimum account size of $250,000 for those specific portfolios.
Contact
William Steinberger
Location
Menlo Park, CA
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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 →Employment History
Current Registrations
Think Different Financial Planning
Previous Registrations
Opes Wealth Management, LLC
Buckingham Asset Management, LLC
Raub Brock Capital Management, LP
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.
Exams
Additional Information
I founded Think Different Financial Planning to help people in tech manage their money.
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