WS
WS

William Somers

2 Years of Experience
Little Rock, AR
Sells Insurance

William Somers is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Little Rock, AR, with 2 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, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

10800 Financial Centre Parkway, Suite 280, Little Rock, AR, 72211

Get directions

History

Regulatory History
Clean regulatory record

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 has been a licensed insurance agent selling non-variable insurance products with BRS Consulting, Inc. since December 2022. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Brs Financial LLC
June 2023 - November 2024 · 1 yr 5 mos
State Registrations1 state
AR
Advisor

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
No exam information available for this advisor.