Advisor at WD Financial Solutions
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.
William Fields is a Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at WD Financial Solutions, where he has worked since 2021. Prior to this, he held roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, Fields serves as a consultant for Optimum Homes, Inc. and Optimum Business Services. WD Financial Solutions is an independent, state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers investment management, financial planning, retirement plan consulting, educational seminars, and estate-planning facilitation through an independent LegalShield representative, employing a mix of fundamental, technical, and cyclical analysis alongside both active and passive strategies.
Based on WD Financial Solutions
Based on WD Financial Solutions
Financial Planning project-based fees up to $7,000; Estate Planning fees $1,200-$2,500; Retirement Plan Consulting may be flat fee based on project; Educational seminars fees range $0 to $1,000 or $0 to $49 per participant.
$0 - $100,000: 1.25% $100,001 - $500,000: 0.90% $500,001 - $2,000,000: 0.80% $2,000,001+: 0.50%
Financial Planning hourly fee: $200/hour; Retirement Plan Consulting hourly charges up to $300/hour; Educational seminars speaking engagements may charge hourly fee of $75/hour up to $300 for preparation.
Account minimum: $25,000 (may be waived at the firm's discretion) Minimum fee: $250 minimum quarterly fee for investment management Fee-only: Financial Planning services offered on ongoing comprehensive (fixed monthly fees $100-$600/month plus upfront $360-$2,160), project-based (up to $7,000), and hourly ($200/hour) basis; Retirement Plan Consulting fees can be hourly (up to $300/hour), flat fee or percentage of plan assets (0.50%-1.50%) with $2,500 minimum per assignment; Estate Planning fees range $1,200-$2,500.
Owings, MD
Maryland
Wealth Development Financial Solutions
2021 - Present (5 years)
Optimum Business Services
2020 - Present (6 years)
Optimum Homes, Inc.
2015 - Present (11 years)
PFS Investments inc
2014 - 2019 (5 years)
Primerica Financial services
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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