William Edwards is a CFA-designated registered investment advisor at Rudd and Wisdom, INC., based in Austin, TX, 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, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Rudd and Wisdom, Inc. does not manage client accounts, so there are no investment management fees. They provide investment advice for an hourly fee.
Location
9500 Arboretum Blvd, Suite 200, Austin, TX, 78759
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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 owns and manages rental property through Hartlane Investments, LLC. He spends minimal time finding and retaining tenants, collecting rent, and managing the property.
Employment History
Current Registrations
Rudd and Wisdom, INC.
State Registrations1 state
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