William Wiarda
William Wiarda is a registered investment advisor at Cornerstone Wealth Partners, LLC, based in Grand Rapids, MI, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 429 clients with $150M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee. Total fees charged will not exceed 2% of assets under management per year. Co-advisor programs with Matson Money have separate tiered rates ranging from 0.50% to 0.99%.
Fee Estimator
Location
1600 East Beltline Ave., Suite 217, Grand Rapids, MI, 49525
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 Activities
William is a Dave Ramsey Certified Financial Coach, providing debt freedom coaching. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Cornerstone Wealth Partners, LLC
State Registrations4 states
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
More Advisors
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.
- Ryan Sheffer, CFPAdvance Capital Management INC
- Melissa Stewart, CFPDynamic
- Lisa Cargill, ChFCLPL Financial LLC