William Laipple
Advisor at stonebridge wealth management 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.
Advisor at stonebridge wealth management 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
Oak Brook, IL 60523
Credentials
CFP®, Series 66
Industry experience
25 years
William Laipple is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been a partner at Stonebridge Wealth Management LLC since 2011 and previously worked at Comprehensive Asset Management Serving Inc. and Commonwealth Financial Network. Stonebridge Wealth Management serves individual clients, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $232 million for around 280 clients. The firm offers discretionary investment management, financial planning, and family office and business-consulting services, tailoring investment programs to clients' goals, risk tolerance, and tax and estate considerations.
Based on stonebridge wealth management llc
Fixed fees for financial planning typically range between $1,500 and $10,000.
Up to 1.50% annually (maximum annual fee)
Representatives are registered representatives of APW Capital, Inc. and may accept commissions on securities sales.
$500 per hour for financial planning services.
Account minimum: $500,000
1010 Jorie Blvd, Suite 144
Oak Brook, IL 60523
Illinois
Comprehensive Asset Management Serving Inc.
2016 - Present (10 years)
Stonebridge Wealth Management
2011 - Present (15 years)
Commonwealth Financial Network
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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