William Hudnall is a registered investment advisor at Pcg Wealth Management, based in Kansas City, MO, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.
Location
1251 NW Briarcliff Parkway, Suite 235, Kansas City, MO, 64116
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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.
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William operates PCG Wealth Management as a DBA for his LPL business and provides administrative support to PCG Wealth Advisors, LLC, dedicating full-time hours to each. He also owns MPHlex, LLC and works as an attorney, spending about half his time on each of these activities.
Employment History
Current Registrations
Pcg Wealth Management
LPL Financial LLCBroker
Previous Registrations
Symphonic Financial Advisors LLC
Symphonic Securities LLCBroker
State Registrations6 states
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