Advisor at Salem Advisory Group LLC
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Firm
Salem Advisory Group LLC
Location
Wells, ME 04090
Credentials
Series 65
Industry experience
10 years
William Rispoli is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Village Accounting since 2019, alongside his roles at Salem Advisory Group starting in 2015. Rispoli is also involved with Hostile Valley Corporation, where he has been active since 2002. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing fee-based investment management and financial planning. The firm customizes investment strategies based on client goals and risk tolerance, employing both fundamental and technical analysis and regularly reviews accounts at least quarterly.
Based on Salem Advisory Group LLC
Based on Salem Advisory Group LLC
$0 - $999,999: 0.1% - 1.50%, Negotiable $1,000,000 - $2,499,999: 0.1% - 1.25%, Negotiable $2,500,000+: 0.1% - 1.25%, Negotiable
Commissions from insurance product sales at non-negotiable rates; paid at time of purchase.
Fee-only: Annual fees based on assets under management, negotiable within stated ranges.
1332 Post Road, Suite 2 A
Wells, ME 04090
Florida · Maine
Village Accounting
2019 - Present (7 years)
Salem Advisory Group, LLC
2018 - Present (8 years)
Salem Advisory Group, LLC
2015 - Present (11 years)
Hostile Valley Corporation
2002 - Present (24 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.
CFP®, Series 63, Series 65
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Dirigo Financial LLC
Series 63, Series 65
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Kingfisher Capital Management LLC
Series 63, Series 65
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Atlantic Coast Financial
Series 65, Series 66
Kennebunkport, ME
Sonder Partners
ChFC®, Series 63
Wells, ME
Salem Advisory Group LLC
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