Zelos Willis is a registered investment advisor at Vanguard Advisers, INC., based in Plano, TX, with 9 years of industry experience. Zelos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
7900 Windrose Ave, Plano, TX, 75024
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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 Activities
Zelos is a health consultant for Advocare, a lawn consultant for Art Of JoZel, and a wellness coach for the YMCA. These activities take up about a quarter of Zelos's time, and none are investment-related.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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