William Lichota
William Lichota is a registered investment advisor at Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL, with 1 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 457 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. A tiered fee schedule is not available for assets managed by a TAMP Sponsor.
Fee Estimator
Location
9400 4th Street N, Suite 201, St. Petersburg, FL, 33702
Get directionsHistory
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 financial consultant for Elevate Financial Planning and Wealth Management and sells fixed insurance. He also works as a music producer and songwriter, trades in various markets, and works as an Uber Eats driver.
Employment History
Current Registrations
Elevate Financial Planning and Wealth Management
Previous Registrations
Florida Financial Advisors, LLC
State Registrations1 state
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.