William Kemp is a registered investment advisor at Integrated Planning LLC, based in Aiken, SC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 102 clients with $63M 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 | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
135 Laurens Street Sw, Suite 200, Aiken, SC, 29801
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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 →Other Business ActivitiesSells Insurance
William works as a tax manager at The Smith Group, dedicating about a quarter of his time during trading hours and minimal time outside trading hours. William is also a licensed insurance agent with The Smith Group, spending a few hours per week during trading hours on this activity.
Employment History
Current Registrations
Integrated Planning LLC
State Registrations1 state
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