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CFP
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CFP

William Dimenna

LPL Financial LLC
7 Years of Experience
Beachwood, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Dimenna is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3601 Green Rd Ste 100, Beachwood, OH, 44122

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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 ActivitiesSells Insurance

William is affiliated with multiple investment-related entities, including The Tyler-Stone Group, Fiduciary Plan Partners, and Tyler-Stone Wealth Management LLC, where he provides investment advisory services. He also works with Cuyahoga County Board of Elections and Allegis Advisor Group, and has a business entity for tax/investment purposes; his work with Allegis Advisor Group involves non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
February 2019 - Present · 7 yrs 8 mos
LPL Financial LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Tyler-Stone Wealth Management, LLC
May 2019 - December 2025 · 6 yrs 7 mos
State Registrations10 states
FLGAILMDNCNYOHSCUTWI
AdvisorBrokerBoth

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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