Advisor at Fiat Wealth Management
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Firm
Fiat Wealth Management
Location
Wayzata, MN 55391
Credentials
Series 65
Industry experience
< 1 year
William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Fiat Wealth Management, he attended Washington State University and the University of North Dakota. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and customized asset allocation.
Based on Fiat Wealth Management
Based on Fiat Wealth Management
Fixed fee of up to $5,000 for estate planning services through Wealth.com; fixed fees also for certain non-investment advisory services (business coaching, sales training, etc).
Up to 2.00% annually
Commission-based compensation earned by dually licensed insurance agents for insurance products sales; separate from advisory fees.
Hourly fees charged for pension consulting services; negotiated on a case-by-case basis.
Account minimum: $250,000 Fee-only: Fixed fee of up to $10,000 for financial planning services; fees are payable upon execution of the agreement.
1905 Wayzata Blvd, Suite 320
Wayzata, MN 55391
Minnesota
Fiat Wealth Management
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Washington State University
2022 - 2024 (2 years)
University of North Dakota
2019 - 2022 (3 years)
Wayzata High School
2015 - 2019 (4 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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