Advisor at Williams and Schiller Wealth Management, LLC
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Firm
Williams and Schiller Wealth Management, LLC
Location
Sandpoint, ID 83864
Credentials
PFS™, Series 65
Industry experience
18 years
Brad Williams is a financial advisor with Williams and Schiller Wealth Management, LLC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He is also a Certified Public Accountant and a principal at Williams & Parsons, P.C. CPAs, where he has worked for over 30 years. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning to individuals, business owners, qualified retirement plans, and select institutional or nonprofit accounts. Their investment approach is long-term and asset-class focused, utilizing diversified portfolios often implemented with no-load mutual funds, ETFs, and tax-aware strategies, supported by integrated accounting and tax services through their affiliated CPA firm.
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Fixed financial planning fees ranging from $1,000 to $10,000 and up, depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
$250 to $350 per hour for financial planning services
Ascend Services monthly planning fee ranging from $45 to $75 per month based on assets under management
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees charged on hourly or fixed-fee basis, and commission-free annuity services.
708 Superior Street
Sandpoint, ID 83864
Idaho
Williams & Parsons Financial Services, LLC
2007 - Present (19 years)
Williams & Parsons, P.C. CPAs
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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