Advisor at Northshire Consulting, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northshire Consulting, LLC
Location
Southington, CT
Credentials
Series 66
Industry experience
23 years
Brian Williams is a financial advisor at Northshire Consulting, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Triad Advisors, Inc. and Future Benefits, Inc. since 2018, he has been with Northshire Consulting. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, with a focus on portfolio management and retirement plan consulting. The firm combines active and passive mutual funds with diversification strategies and conservative cash instruments, and it holds discretionary authority under ERISA §3(38) for certain retirement plan model portfolios.
Based on Northshire Consulting, LLC
Based on Northshire Consulting, LLC
Retirement plan consulting fees range from $500 to $5,000 one-time fee
$0 - $1,000,000: 0.50% Annually Over $1,000,000+: 0.40% Annually
Up to $200 per hour for Financial Planning
Southington, CT
Connecticut
Northshire Consulting, LLC
2018 - Present (8 years)
Triad Advisors, Inc.
2012 - 2018 (6 years)
Future Benefits, Inc.
2007 - 2018 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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