William Alsup
William Alsup is a CFP-designated registered investment advisor at Dmlo Wealth Planning, LLC, based in Louisville, KY, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 45 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.50% to 2.00% based on scope, complexity, asset level, and inclusion of financial planning services. Fees are negotiable.
Fee Estimator
Location
2020 High Wickham Place, Suite 200, Louisville, KY, 40245
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 a licensed insurance professional. This non-investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Dmlo Wealth Planning, LLC
Guidance Capital, INC.
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.
Exams
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