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William Mcgowan

Advisor at White McGowan

Updated today
White McGowan logo

Firm

White McGowan

Location

San Antonio, TX

Credentials

Series 63, Series 65

Industry experience

8 years

About

William McGowan is a financial advisor at White McGowan with Series 63 and Series 65 credentials and eight years of industry experience. Prior to founding White McGowan in 2018, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he is a practicing physician at McGowan Family Clinic and a partner and CFO of South Pass Construction, a residential construction company. White McGowan is a registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial consulting. The firm employs a diversified investment approach involving mutual funds, ETFs, structured products, real estate, and insurance-based investments, generally managing assets on a discretionary basis with third-party implementation and custody arrangements.

Client services

Based on White McGowan

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Advisory consulting

Expertise

Based on White McGowan

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Based on White McGowan

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on White McGowan

Established Professionals

Fee options

Fixed

Fixed fees for financial planning and consulting services range from $1,200 to $30,000, negotiable

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - Negotiable: Negotiable

Commissions

Certain persons affiliated with the firm are licensed insurance agents and earn commissions for selling insurance products separate and in addition to advisory fees

Project-based

$300 per hour for consulting services, negotiable

Subscriptions

Monthly fee for ongoing financial management and budgeting services ranges from $80 to $300, billed monthly in advance

Other

Fee-only: Fixed fees for financial planning services generally range between $1,200 - $30,000 (negotiable); monthly ongoing financial management fee ranges from $80 - $300 billed monthly in advance; Fixed fees for financial consulting services range from $1,200 - $30,000 (negotiable); Hourly consulting fee is $300 per hour (negotiable)

Location

San Antonio, TX

Most active in

Arkansas · Texas

Work history

Meraki, LLC dba White McGowan

2018 - Present (8 years)

MML INVESTORS SERVICES

2016 - 2018 (2 years)

Mass Mutual LIfe Insurance Company

2016 - 2018 (2 years)

Little Rock Family Practice

2004 - 2016 (12 years)

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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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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