William Overton
Advisor at Advanced Financial Solutions, Inc.
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 Advanced Financial Solutions, Inc.
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
Boise, ID 83713-1081
Credentials
CFP®, Series 65
Industry experience
6 years
William Overton is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advanced Financial Solutions, Inc. since 2019 and previously worked with Solid Rock Climbers for Christ and Young Life. Advanced Financial Solutions, Inc. provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary S.T.A.Y.™ investment approach, which combines strategic asset allocation with algorithm-driven tactical reallocations aimed at reducing equity exposure during market downturns.
Based on Advanced Financial Solutions, Inc.
$0 - $1,000,000: 1.20% $1,000,001+: 0.80%
Commissions received by registered representatives or insurance agents affiliated with the firm, separate from advisory fees.
Option B Limited-Service Hourly Engagement: $350/hour (David A. Wilhite), $200/hour (Bill Overton), minimum two hours.
Account minimum: $100,000 Minimum fee: $1,000 minimum for full service comprehensive financial planning initial fee; $500 minimum annual fee thereafter. Fee-only: Financial Planning Services: Option A - Fee based on 0.1% of net worth (minimum $1,000 initial, $500 annual minimum thereafter); Option B - Hourly fees $350/hour (David A Wilhite) or $200/hour (Bill Overton) with minimum two hours.
4700 N. Cloverdale Rd, Suite #101
Boise, ID 83713-1081
Idaho
Advanced Financial Solutions, Inc RIA
2019 - Present (7 years)
Solid Rock Climbers for Christ
2018 - 2019 (1 year)
Young Life
2015 - 2018 (3 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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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