William Ashford is a registered investment advisor at Wmg Financial Advisors, LLC, based in Knoxville, TN, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
620 Mabry Hood Road, Suite 101, Knoxville, TN, 37932
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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.
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William is the head tennis coach at Morristown West High School, a paid position with a stipend. He dedicates about 10-20% of his time to this role, with practices and matches taking place outside of trading hours.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
State Registrations1 state
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