William Hines is a registered investment advisor at Emancipare Investment Advisors, based in Easton, PA, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 49 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Emancipare offers an Ongoing Comprehensive Financial Guidance service for a flat fee of $399 per month. This includes a financial plan, monthly meetings to discuss financial topics, and an annual plan update.
- Emancipare Life/Retirement/FIRE Plan: A one-time plan examining your current financial state and retirement goals, including Social Security, healthcare, income, tax, and investment strategies. The total cost is $1,950, paid in three monthly installments of $650.
- Financial Plan Review: A one-time review of a client’s financial plan for a fixed fee of $399 for one scenario, with an additional charge of $100 for each additional scenario.
- Financial Plan Update: A one-time update of a client’s financial plan for a fixed fee of $499 for one scenario, with an additional charge of $100 for each additional scenario.
- Limited Planning Component: Assessed at an hourly rate of $199 per hour, billed in 15-minute increments.
Location
Easton, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President of Wild Lake LLC, a publishing entity, and receives royalty income as a writer. This activity is not investment-related and involves minimal time each month.
Employment History
Current Registrations
Emancipare Investment Advisors
State Registrations4 states
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