Advisor at Retirement Planning Solutions, LLC
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Firm
Retirement Planning Solutions, LLC
Location
Nolensville, TN
Credentials
Series 66
Industry experience
24 years
William Mcdonald is a financial advisor at Retirement Planning Solutions, LLC with 24 years of industry experience. He holds the Series 66 designation and has been affiliated with HD Vest Advisory Services and Retirement Planning Solutions since 2003. Retirement Planning Solutions provides discretionary investment management and consulting services to individual and institutional clients, including trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental and cyclical security analysis and typically recommends custody with Schwab while managing portfolios on a discretionary basis or through consulting arrangements.
Flat fees negotiated in advance based on services requested
$150,000 - $250,000: 1.40% annually $250,001 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,000+: 0.35% annually
$185 to $250 per hour depending on scope and nature of advice
Account minimum: $150,000 Fee-only: Hourly fees range from $185 to $250 per hour; flat fees are negotiated in advance
Nolensville, TN
Tennessee · Wisconsin
HD Vest Advisory Services
2003 - Present (23 years)
Hd Vest
2003 - Present (23 years)
Retirement Planning Solutions, LLC
2003 - Present (23 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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