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CFP

William Royal

Cwm, LLC
10 Years of Experience
Granbury, TX
View SEC Summary
View SEC Summary

William Royal is a CFP-designated registered investment advisor at Cwm, LLC, based in Granbury, TX, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1115 Waters Edge Drive, Suite 102, Granbury, TX, 76048

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William is an advisory representative for CWM, LLC (Carson Group Partners) and an associate financial advisor for BMY Wealth Management, both investment-related. He also serves as a board member for the Stephenville Optimist Club, a civic organization, dedicating minimal time to this role.

Employment History
Current Registrations
Cwm, LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
February 2019 - October 2025 · 6 yrs 8 mos
LPL Financial LLC
May 2018 - March 2019 · 10 mos
LPL Financial LLCBroker
May 2018 - March 2019 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - May 2018 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - May 2018 · 9 mos
Edward Jones
October 2015 - August 2017 · 1 yr 10 mos
Edward JonesBroker
September 2015 - August 2017 · 1 yr 11 mos
State Registrations2 states
NETX
Advisor

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
No exam information available for this advisor.
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