Advisor at Asset Strategy Advisors, 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.
Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
Series 63, Series 65
Industry experience
23 years
William Mahony is an investment advisor with Asset Strategy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Concorde Investment Services, Triad Advisors, and has operated his own advisory and legal practices, including Mahony & Reeve LLC, a CPA firm, and William D. Mahony & Co., a law practice. Asset Strategy Advisors, LLC serves individual clients, including high net worth households, and sponsor-level retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary services, utilizing individualized investment strategies and third-party platforms to manage a diverse range of client assets.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Concorde Investment Services, LLC
2018 - Present (8 years)
Mahony & Reeve LLC
2017 - Present (9 years)
Asset Strategy Retirement Consultants, LLC
2008 - Present (18 years)
Triad Advisors, Inc.
2008 - 2017 (9 years)
William D. Mahony & Co.
1990 - Present (36 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cambridge, MA
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Levin Financial Planning
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Aztec Capital LLC
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
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