William Hudnall
Advisor at PCG Wealth Management
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.
Advisor at PCG Wealth Management
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
PCG Wealth Management
Location
Kansas City, MO 64116
Credentials
Series 66
Industry experience
3 years
Financial planning fixed engagement fees up to $10,000; Retirement plan consulting fees may be flat fee as negotiated
Investment advisory fees up to 1.60% annually, paid quarterly in advance or arrears
Certain advisory representatives receive commission-based compensation for securities and insurance product sales, separate from advisory fees
Financial planning services up to $500 per hour; Retirement plan consulting up to $400 per hour
Fee-only: Financial planning services offered on an hourly basis up to $500/hour or fixed fee engagements up to $10,000
PCG Wealth Management, LLC (DBA PCG Wealth Strategies)
2023 - Present (3 years)
LPL Financial LLC
2023 - Present (3 years)
Symphonic Financial Advisors, LLC & Symphonic Securities, LLC
2023 - 2023 (1 year)
Symphonic Financial Advisors, LLC & Symphonic Securities, LLC
2022 - 2023 (1 year)
William Hudnall - Attorney at Law
1999 - Present (27 years)
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