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Bryce Williams

Advisor at Stratos Wealth Partners, Ltd

Updated today

Location

Marshalltown, IA 50158

Credentials

Series 66

Industry experience

5 years

About

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2020, following prior roles at Shazam and Wells Fargo. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Based on Stratos Wealth Partners, Ltd

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning services; IAR-negotiated and client agreed prior to services.

Percentage

$0+: up to 2.0% annually (maximum annual advisory fee for SWM and other advisor-managed non-wrap accounts) $5,000+: minimum account value required to enroll in GWP Managed Service (an LPL Financial sponsored advisory program) $10,000+: minimum account value required for SWM and advisor-managed non-wrap accounts $10,000+: minimum account size for LPL Financial Optimum Market Portfolios (OMP) program $25,000+: minimum account size for LPL Financial Model Wealth Portfolios (MWP) program $100,000+: minimum account size for LPL Financial Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: minimum account size for LPL Financial Personal Wealth Portfolios Program (PWP) $250,000+: minimum investment for Envestnet ONE Unified Managed Account (UMA)

Commissions

Certain IARs are registered representatives of LPL Financial and may earn commissions for securities and insurance products sold outside advisory accounts.

Project-based

Hourly consulting services typically up to $500 per hour; fees negotiated by IARs.

Subscriptions

Subscription financial planning services with recurring negotiated fees on monthly or quarterly basis, possibly with onboarding fees.

Other

Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500 per hour, flat fees, subscription fees negotiable by IARs, with onboarding fees possible for subscription services.

Location

16 East Southridge Road, Unit 1602

Marshalltown, IA 50158

Most active in

Iowa · Texas

Work history

Stratos Wealth Partners, Ltd

2020 - Present (6 years)

LPL Financial

2020 - Present (6 years)

Shazam

2017 - 2019 (2 years)

Wells Fargo

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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