William Fields is a registered investment advisor at Wd Financial Solutions, based in Owings, MD, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 5 clients with $240K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.90% |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $250.
Fee Estimator
Location
Owings, MD
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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 employed as a Consultant at Optimum Homes, Inc. since 2020, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Wd Financial Solutions
Previous Registrations
PFS Investments INC.Broker
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.