William Hesmer is a CFP-designated registered investment advisor at Oak Harbor Wealth Partners, based in Raleigh, NC, with 13 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 269 clients with $290M 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 | 1.00% |
Fees are individually negotiated with each client up to a maximum annual rate of 1.00% of assets under management. The firm may also impose a minimum fixed fee that does not exceed the maximum annual rate.
Fee Estimator
Location
Raleigh, NC
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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
William is the proprietor/owner of Cutie Patootie Art, LLC, advising on business/finance decisions. This takes a few hours per week.
Employment History
Current Registrations
Oak Harbor Wealth Partners
Previous Registrations
Oak Harbor Wealth Partners, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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
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