William Gaines
William Gaines is a CFP-designated registered investment advisor at Widmann Financial Services, based in Bowie, MD, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 509 clients with $390M 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 $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Generally, your annual fee is based on an aggregate value of all managed accounts within your established household.
Fee Estimator
Location
4321 Northview Drive, Bowie, MD, 20716
Get directionsHistory
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 ActivitiesSells Insurance
William sells fixed insurance, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) and co-owner of Widmann Financial Services, Inc., an RIA, spending about a quarter of his time on this.
Employment History
Current Registrations
Widmann Financial Services
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
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