WG
CFP

William Richard Geiler

23 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
120 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:From $1,000
Hourly Rate:$150 - $200/hr

Fees are based on the complexity and time involved in preparing a financial plan or completing a consulting project. Initial financial plan fees start at $1,000. Subsequent reviews are provided at 50% or less of the original plan costs, with a minimum of $1,000. Consulting services are billed at $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fees for comprehensive financial plans are generally not negotiable, but group or company discounts may be available.

Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

13455 Noel Road, 20th Floor, Dallas, TX, 75240

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is an investment advisor representative with Spectrum Strategies, LLC, dedicating full-time hours to financial planning. He also owns rental property and helps clients obtain insurance policies, dedicating minimal time to each.

Employment History
Current Registrations
Spectrum Strategies, L.L.C.
March 2011 - Present · 14 yrs 10 mos
MML Investors Services, LLC
June 2004 - Present · 21 yrs 7 mos
MML Investors Services, LLC Broker
May 2004 - Present · 21 yrs 8 mos
Previous Registrations
Spectrum Strategies, L.L.C.
July 2004 - December 2006 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
July 2000 - September 2002 · 2 yrs 2 mos
State Registrations31 states
ALARAZCACOCTDCFLGAHIIAILINKSKYMDMIMOMTNCNJNMNYOHOKORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Richard Geiler - Financial Advisor | AdvisorDiscover