Advisor at Asset Strategy Advisors, LLC
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.
Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
Series 63, Series 66
Industry experience
4 years
William Sargent is a financial advisor at Asset Strategy Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments. Outside of finance, his background includes roles at local organizations such as Sacconnesset Golf Club and the University of Massachusetts Football program. Asset Strategy Advisors, LLC serves individual clients, including high net worth households, and sponsor-level retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm operates as an eight-advisor team managing approximately $918 million in client assets and offers both discretionary and non-discretionary investment services tailored to client needs.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Asset Strategy Advisors, LLC
2025 - Present (1 year)
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Sacconnesset Golf Club
2020 - 2021 (1 year)
Local 338 Bagel Co.
2020 - 2020 (1 year)
University of Massachusetts Football
2019 - 2019 (1 year)
Megansett Yacht Club
2019 - 2019 (1 year)
Northeastern University Bookstore
2017 - 2020 (3 years)
University of Massachusetts, Amherst
2017 - 2021 (4 years)
Wild Harbor Yacht Club
2017 - 2018 (1 year)
West On Centre
2016 - 2017 (1 year)
Boston Latin School
2011 - 2017 (6 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
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