William Kenneth Wilson

Reap in Wealth Management, LLC

23 Years of Experience

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Firm Information

Reap in Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

283 clients

Average Client Portfolio

$118K average

Assets Under Management

$33.3M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Fees are based on a percentage of assets under management, hourly charges, or fixed fees. The total fee charged by the firm and any third-party manager will not exceed 3% of assets under management. If a client has over $1,000,000 in assets being managed, the firm will charge 1% on their portfolio. Financial planning is offered on an hourly or fixed-fee basis, paid in two installments. Estate planning services are available through referrals to a licensed attorney.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

Los Angeles, CA

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2002

Final

Regulatory

November 2001

Final

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Other Business ActivitiesSells Insurance

William is an independent insurance agent with Wilson Financial Group since 1992, dedicating full-time hours to this role. He is also a contracted/licensed insurance agent with J.D. Mellberg Financial, LLC since 2016, focusing primarily on annuities and spending about 10-20% of his time on this activity.