William Hale Mildren

Cadent Capital Advisors, LLC

55 Years of Experience

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Firm Information

Cadent Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

534 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$651.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Hourly Rate:$250 - $350/hr

Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingDivorce Planning

Advisor Information

Office location

4525 East 91st Street, Tulsa, OK, 74137

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Regulatory History (4)

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

September 2013

Final

Customer Dispute

March 1999

Settled

Customer Dispute

March 1993

Settled

Customer Dispute

January 1990

Settled

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Other Business Activities

William has a passive real estate investment/rental property in Dallas, Texas since 2016. He has no responsibilities and dedicates no time to this activity, receiving roughly 5% of lease income.