Advisor at SB Advisory, 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
SB Advisory, LLC
Location
Mills River, NC
Credentials
Series 63, Series 65
Industry experience
37 years
William Vlahoulis is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management options. The firm uses a mix of technical, fundamental, and qualitative analysis to tailor portfolios and manages the majority of client assets on a non-discretionary basis.
Based on SB Advisory, LLC
Based on SB Advisory, LLC
$0 - $500,000: 2.50% $500,000 - $1 Million: 2.00% $1 Million - $2 Million: 1.75% $2 Million - $5 Million: 1.50% $5 Million+: 1.25%
Clients may incur commissions and transaction fees for trades; listed equities up to $10/transaction, mutual funds up to $15/transaction, fixed income up to $20/transaction
Hourly Financial Planning & Consultation charged up to $600/hour, negotiable
Fee-only: Comprehensive Financial Planning up to $15,000 or up to 1% of assets; Limited Financial Planning and Hourly Financial Planning at max $600/hour, fees negotiable
Mills River, NC
Florida · North Carolina
Oppenheimer & Co. Inc
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
WELLS FARGO ADVISORS LLC
2010 - 2016 (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.
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.
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®
Fletcher, NC
Carrington Financial Planning, LLC
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives. I also believe that good financial planning must be collaborative in order to be successful. I work with clients through every step of the process on the way to achieving financial peace of mind. As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion. That means that I view investment portfolios as just one component of a client’s financial picture. Good comprehensive financial planning should bring together all aspects of your financial life. With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
Series 63, Series 65
Fletcher, NC
Brick Street Equity Management, LLC
CFP®, PFS™, Series 63
Brevard, NC
Encompass Advisors, Ltd.
ChFC®
Hendersonville, NC
Envision Planning, LLC
Series 65
Hendersonville, NC
Veritas Investment Advisory Group LLC
Series 66
Mills River, NC
C2 Financial Planning LLC
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