Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Steve Vonschriltz receives commissions from Valmark Securities Inc. for securities sales and advisory fees from Valmark Advisers, Inc. for advisory work. He also receives insurance commissions from Executive Insurance Agency, Inc. These are separate from fees earned for work with W3 Wealth Advisors LLC.
Areas of Practice
Advisor Information
Office location
890 Proprietors Road, Worthington, OH, 43085
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William invests in thoroughbred horse breeding ventures, dedicating a few hours per week. He is also a W2 employee at W3 Global Accounting, LLC, spending about 10-20% of his time in accounting consulting and tax preparation, and a principal at W3 Wealth Advisors, LLC, spending about a quarter of his time.