Advisor at Stone Wealth Partners 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.
Location
Lafayette, LA 70508
Credentials
Series 65
Industry experience
7 years
William Butcher is a Series 65-licensed financial advisor with Stone Wealth Partners LLC in Lafayette, LA, bringing seven years of industry experience. His background includes roles at Integrity RIA and ownership of Red's Health Club, where he also works as a yoga instructor. He has additional experience in movie production and extended travel. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management, employing a range of analytical approaches and providing both discretionary and non-discretionary advice.
Based on Stone Wealth Partners LLC
Fixed fees ranging from $1,500 to $2,500 for financial planning, consulting, and pension consulting services
2.00% annually, negotiable
Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees
$200 per hour for financial planning, consulting, and pension consulting services
1200 Camellia, Suite 101
Lafayette, LA 70508
Louisiana · Texas
Red's Health Club
2019 - Present (7 years)
Integrity RIA
2018 - Present (8 years)
Movie Production "Dirt Road to Lafayette"
2015 - 2016 (1 year)
Extended Travel
2008 - 2018 (10 years)
Self Employed
2006 - 2018 (12 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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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