Advisor at Olive Branch Capital, 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
Olive Branch Capital, LLC
Location
Olive Branch, MS
Credentials
Series 63, Series 65
Industry experience
40 years
William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.
Fixed fees from $250 to $5,000 for financial planning consulting projects
$0 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$75 - $250 per hour for financial planning services
Fee-only: Fixed fees for financial planning range from $250 to $5,000 per project; hourly fees range from $75 to $250 per hour
Olive Branch, MS
Louisiana · Mississippi · Tennessee · Texas
Olive Branch Capital, LLC
2019 - Present (7 years)
Wells Fargo Advisors Financial Network LLC
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
CFP®, Series 66
Memphis, TN
Kimery Wealth Management, LLC
Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.
CFP®, Series 63, Series 65
Collierville, TN
WLH Management Co., Inc.
CFA®, Series 65
Memphis, TN
Stellar Assets L.L.C.
CFA®
Memphis, TN
Dorian Investment Advisory LLC
Series 63, Series 65
Memphis, TN
Red Oak Advisors LLC
CFP®, Series 63
Germantown, TN
Studdard Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")