William Coscioni
Advisor at WealthCare
Updated today
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
WealthCare
Location
Aiken, SC 29803-6515
Credentials
CFP®, Series 63
Industry experience
12 years
About
William Coscioni is a CFP® with 12 years of industry experience, currently serving as the CEO of Wealthcare in Aiken, SC. He has been with Wealthcare/Financial Planners, LLC since 2012. In addition to his advisory role, he provides tax planning and tax return preparation services through his company. Wealthcare offers tailored investment and planning services to individuals and families, including high-net-worth clients, focusing on discretionary asset management, financial planning, and income tax planning. The firm uses a combination of economic, fundamental, and technical analysis to construct customized portfolios primarily consisting of mutual funds, ETFs, stocks, and bonds.
Client services
Based on WealthCare
Financial planning
Portfolio management
Income tax return preparation
Expertise
Based on WealthCare
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $500,000: 0.55% for Stock/ETFs, 0.30% for Bonds $500,000 - $1,000,000: 0.50% for Stock/ETFs, 0.25% for Bonds $1,000,000 - $2,500,000: 0.45% for Stock/ETFs, 0.20% for Bonds $2,500,000 - $5,000,000: 0.40% for Stock/ETFs, 0.15% for Bonds $5,000,000+: 0.30% for Stock/ETFs, 0.10% for Bonds
$150 per hour for Financial Planning; $175 per hour for Tax Planning and Preparation
Fee-only: Financial Planning: $150 per hour; Tax Planning and Preparation: $175 per hour (fees negotiable)
Location
910 Dougherty Rd
Aiken, SC 29803-6515
Most active in
William C has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
Wealthcare/Financial Planners, LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ronny H
Series 63, Series 65
Williston, SC
Palmetto Retirement Specialists, LLC
Carolyn L
CFP®, Series 63, Series 65
Aiken, SC
A to Z Asset Advisors, LLC
David G
Series 65
North Augusta, SC
David Gray Consulting LLC
Robert W
CFA®, Series 63, Series 65
Augusta, GA
Wynn Capital
Brandon W
Series 65
Aiken, SC
Integrated Planning LLC
Richard P
Series 63, Series 65
Aiken, SC
Parvin Asset Management, LLC
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