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William Sharpe
5 Years of Experience
Dallas, TX
1 Disclosure
William Sharpe is a registered investment advisor at Dallas Financial Planning LLC, based in Dallas, TX, with 5 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, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
18383 Preston Road, #202, Dallas, TX, 75252
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2024Employment History
Current Registrations
Dallas Financial Planning LLC
January 2026 - Present · 4 mos
Previous Registrations
Woodmen Financial Services, INC.Broker
February 2019 - August 2024 · 5 yrs 6 mos
State Registrations1 state
TX
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.