William Tipps is a CFP-designated registered investment advisor at Empower Wealth Management, based in Cedar Park, TX, with 6 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, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 551 clients with $350M 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 $5.0M | 2.00% |
| $5M+ | 1.00% |
Fees are maximum rates and are negotiable. A $50 annual technology fee applies to all accounts. Sub-advisor fees are included.
Fee Estimator
Location
715 Discovery Blvd, Suite 205, Cedar Park, TX, 78613
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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 →Employment History
Current Registrations
Empower Wealth Management
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
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