William Goodson is a CFP-designated registered investment advisor at Financial Synergies, based in Tyler, TX, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 928 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset-based fee ranges from 0.75% to 1.50%. Fees may be negotiable in special circumstances.
Fee Estimator
Location
100 Independence Place, Suite 402, Tyler, TX, 75703
Get directionsHistory
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
William is a managing member of 21 HT Holdings, LLC, an eCommerce/Amazon storefront. He spends a few hours per week on this activity, and none during trading hours.
Employment History
Current Registrations
Financial Synergies
Previous Registrations
Fsc Securities Corporation
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.
Exams
More Advisors
- Joshua Roberts, CFPKestra Advisory Services, LLC
- Allen Gibson, ChFCGibson Wealth Advisors, LLC
- Jamison Bays, CFP
- Benjamin Dean, CFPDean Wealth Management, LLC
- Lindsay Strange, CFP
- Laura Neal, CFPWoodward Financial Advisors, INC.