Advisor at Alpha Omega 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.
Firm
Alpha Omega Wealth Management, LLC
Location
Richmond, VA 23226
Credentials
Series 63, Series 65
Industry experience
44 years
William Noftsinger is a financial advisor at Alpha Omega Wealth Management, LLC with 44 years of industry experience. He has been with Alpha Omega Investment Advisors since 2019 and previously worked at Davenport & Company LLC for 32 years. He holds the Series 63 and Series 65 designations. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a tailored asset allocation approach, fundamental analysis, and incorporates option strategies and private fund investments within client portfolios.
Based on Alpha Omega Wealth Management, LLC
Based on Alpha Omega Wealth Management, LLC
Financial planning and consulting fixed fees generally range from $1,000 to $10,000; family office services fees may include fixed dollar amounts.
$150 to $250 per hour for financial planning and consulting services and family office services.
Fee-only: Negotiable fees between 0% and 1.50% annually based on assets under management for investment advisory services; financial planning fixed fees generally range from $1,000 to $10,000; hourly rates from $150 to $250; retirement plan consulting fees up to 0.85% of plan assets.
7202 Glen Forest Drive, Suite 300
Richmond, VA 23226
Texas · Virginia
Alpha Omega Investment Advisors
2019 - Present (7 years)
Davenport & Company LLC
1987 - 2019 (32 years)
#Ia Davenport & Company Llc
1987 - 2019 (32 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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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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