William Mccutchen is a PFS-designated registered investment advisor at Paraklete Financial, INC., based in Fort Worth, TX, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 69 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Simple financial plan — Up to $25,000, typically requiring about 40 hours of work, suitable for clients with a net worth of $1,000,000 to $2,000,000.
- Intermediate complexity financial plan / virtual multi-family office — Generally $96,000, based on approximately 160 hours of work billed at $600 per hour, including four personal plans, one business plan, and selection of outside advisors, suitable for clients with a net worth around $100,000,000.
- Most complex financial plan / virtual single-family office — Generally $174,000, based on approximately 290 hours of work billed at $600 per hour, including five personal plans, business planning, family office creation, and outside advisor coordination, suitable for clients with a net worth around $500,000,000.
- Annual renewal / reassessed ongoing planning — Ranges from $3,000 to $150,000 per year after the first 12 months.
Location
6628 Bryant Irvin Road, Suite 100, Fort Worth, TX, 76132
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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.
Learn about disclosures →Employment History
Current Registrations
Paraklete Financial, INC.
Previous Registrations
Paraklete Financial, INC.
State Registrations2 states
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Exams
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