Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning is complimentary for asset management clients. Standalone financial planning is offered on an hourly or flat fee basis, not exceeding $350/hour or $20,000 total. The firm requires a minimum of $500,000 in investible assets for comprehensive planning with no minimum required account balance.
Areas of Practice
Advisor Information
Office location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
Get directionsRegulatory 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.
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William works as a paraplanner for Cassaday & Co Wealth Management, LLC, providing client and prospect support. This is a full-time role involving planning research, analysis, and onboarding tasks.