William Lethemon III
Advisor at Money Evolution
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 Money Evolution
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
Money Evolution
Location
Bloomfield Hills, MI 48304
Credentials
Series 63, Series 65
Industry experience
31 years
William Lethemon III is a financial advisor with Money Evolution in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously operated Lethemon Financial and has been associated with LPL Financial since 2009. Outside of advisory work, he produces educational content through a blog and YouTube channel focused on financial topics and hosts a podcast aimed at other financial advisors. He also serves as a precinct delegate in Bloomfield Township. Money Evolution is a Michigan-registered investment adviser that provides financial planning, retirement plan consulting, and hourly consulting to individuals, high-net-worth families, and pension plans. The firm uses a planning-based approach combining fundamental and technical analysis and offers services on an hourly or fixed-fee basis rather than charging based on assets under management.
Based on Money Evolution
Fixed one-time financial planning fee ranges from $299 to $1,899
Commissions on investment products purchased through LPL Financial; 12b-1 trailing commissions for mutual fund purchases; Insurance commissions
Hourly consulting fee ranges from $99 to $249
Ongoing Premium Access Service from $99 to $299 per month
Fee-only: Hourly consulting fee ranges from $99 to $249; Fixed one-time financial planning fee ranges from $299 to $1,899; Ongoing Premium Access Service fee ranges from $99 to $299 per month
21 East Long Lake Road, Suite 104
Bloomfield Hills, MI 48304
Michigan · Texas
Lethemon Financial, LLC
2017 - 2021 (4 years)
Lethemon Financial
2009 - Present (17 years)
LPL FInancial, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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