William Hazlett
William Hazlett is a ChFC-designated registered investment advisor at W.H. Financial Services, INC., based in Stuart, FL, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 46 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The aggregate management fees charged by WHF and Matson Money will not exceed 1.40% annually. Fees are negotiable. Matson Money is compensated via the expense ratio (up to 0.50% annually) associated with its mutual fund.
Fee Estimator
Location
850 NW Federal Hwy, Ste. 152, Stuart, FL, 34994
Get directionsHistory
Regulatory History (2)
Regulatory
April 2010Criminal
May 1982Other Business ActivitiesSells Insurance
William is an independent licensed insurance agent and may offer clients advice or products from these activities. Clients should be aware that these services pay a commission and involve a conflict of interest.
Employment History
Current Registrations
W.H. Financial Services, INC.
Previous Registrations
Tounjian Advisory Group, LLC
Tounjian Advisory Group, LLC
Global Financial Private Capital, LLC
State Registrations1 state
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.