William Adelmann is a CFP-designated registered investment advisor at Adelmann Financial, INC., based in Colorado Springs, CO. 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, Investment Management, and 1 more. Their firm serves 118 clients with $92M 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 $250K | 1.50% |
| $250K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $4.5M | 0.65% |
| $4.5M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Fees may be reduced at Adelmann Financial's discretion.
Fee Estimator
Location
1295 Kelly Johnson Blvd., Suite 200, Colorado Springs, CO, 80920
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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
Adelmann Financial, INC.
State Registrations2 states
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