William Stanert
William Stanert is a CFP-designated registered investment advisor at Moondance Investment Advisors, LLC, based in New Hope, PA, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 40 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moondance Investment Advisors charges a percentage of the value of your portfolio each year. The exact percentage is negotiable and can range from 0.050% to 1.8%, depending on factors like the size of your portfolio and the complexity of your situation. The firm has a minimum asset requirement of $500,000, which is negotiable.
Location
247 N. Main Street, New Hope, PA, 18938
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 is the owner and portfolio manager of Moondance Investment Advisors LLC, dedicating full-time hours to this role. He is also a life insurance agent at Wentworth Financial Partners LLC, spending minimal time selling fixed and traditional insurance products.
Employment History
Current Registrations
Moondance Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Oppenheimer & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. W. Smith CO.Broker
State Registrations1 state
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.