WD Financial Solutions
Firm details
- Headquarters
- ,
- CRD number
- 314504
- Website
- www.wdfinancialsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
WD Financial Solutions is an individually owned limited liability company that provides advisory services to individuals and small businesses. Its stated services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. According to the available profile, it is not flagged as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
William Fields
Founder & Managing MemberCRD 6239079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations