Cody Williams is a registered investment advisor at Wealthspan Partners, LLC, based in Davenport, IA, with 9 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 526 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspan Partners charges a monthly fee based on the average daily value of your investments. The annual rate ranges from 0.25% to 1.50%, depending on the amount you invest, the complexity of your situation, and your overall relationship with Wealthspan. Fees may be negotiable.
Location
5025 Utica Ridge Rd, Suite 101, Davenport, IA, 52807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthspan Partners, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan StanleyBroker
State Registrations1 state
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