Advisor at Riddick & Co Entrepreneurial Finance, LLC
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Firm
Riddick & Co Entrepreneurial Finance, LLC
Location
Palm City, FL
Credentials
Series 66
Industry experience
17 years
William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.
Based on Riddick & Co Entrepreneurial Finance, LLC
Based on Riddick & Co Entrepreneurial Finance, LLC
Fixed fees for financial planning services: $70 to $500 annually for automated services; $2,500 or 1.00% of net worth for traditional financial planning; Fixed fees for webinar/training seminars range from $197 to $499.
$0 - $250,000: 1.10% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.70%
Hourly fee of $250 per hour for first hour, $100 per half hour thereafter; $99 for one-hour portfolio review.
Fee-only: Financial planning fixed fees ranging from $70 to $500 annually; Traditional financial planning fixed fee typically $2,500 or 1.00% of net worth (whichever is greater); Hourly fees of $250 per hour initially, then $100 per half hour; Portfolio review fee $99 for one hour.
Palm City, FL
Florida
AV8 Realty
2025 - Present (1 year)
Riddick & Co Entrepreneurial Finance, LLC
2021 - Present (5 years)
Saffer & Co.
2019 - Present (7 years)
Youthful Life, LLC
2017 - 2023 (6 years)
Fortitude Advisory Group LLC
2012 - 2021 (9 years)
Wealth Inn, LLC
2012 - Present (14 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.
Is not active or affiliated with:
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.
Series 65
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ChFC®, Series 65
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Southern Magnolia Investment Management LLC
CFP®, ChFC®, Series 63
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Index Portfolio Advisors, LLC
PFS™, Series 65
Port St Lucie, FL
Edward R.. Wildman, CPA, LLC
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