VETTED

William Edwards

CFP®, CRPS®
William Edwards
Tel: 804-247-1913 1800 Bayberry Ct Suite 100 Richmond, VA 23226
About William Edwards
William Bill Edwards is a distinguished financial advisor with over two decades of experience guiding clients toward long-term success. Born and raised in Charlottesville, Virginia, Bill descends from two storied American lineages  the Garth family, original founders of Albemarle County, and the Edwards/Young family of Lansing, Michigan, known for their contributions to banking and automobile manufacturing. His great-grandfather, Benjamin Young, played a pivotal role at the Bank of Detroit, while his great-great-grandfather, Captain Thomas Garth, left a proud legacy of patriotism and service.

Bills own path reflects his familys tradition of entrepreneurship, leadership, and dedication to community. A 2002 graduate of Longwood University, he earned dual degrees in Finance and Economics, graduating at the top of his class while excelling as an outfielder and pitcher for Longwoods storied baseball program. His early achievements included competing at the national level in DECA, captaining his high school baseball team, and serving as a volunteer firefighter.

Over his career, Bill has earned a reputation for excellence, innovation, and client-centered service. He spent 15 years with Morgan Stanley  where he was a top trainer and earned multiple national awards as a Vice President, followed by 6 years with Wells Fargo. In 2012, he achieved the prestigious CERTIFIED FINANCIAL PLANNER® certification.

In founding W G Edwards Investments, Bill combined his deep expertise with a personal mission: to help individuals, families, and businesses grow and preserve wealth with integrity, strategic insight, and a personal touch. When hes not advising clients, Bill remains active in community and family life, carrying forward his heritage of service, leadership, and achievement.

Bill and his wife Kelly live on a farm in Cumberland County with their three children, who are gaining firsthand appreciation for hard work, stewardship, and the origins of the food we eat.
About Wells Fargo Advisors
My practice is focused on a fee based, client-centered and comprehensive approach to financial planning and investment management.
See Disclosures
General Information
Firm Start Year:

2002

No. of Employees:

2-4 Employees

Insurance License#:

563430

Name of Broker/Dealer:

Wells Fargo Advisors

Name of Custodial Firm:

Wells Fargo Advisors

States Licensed in:

VA, MD, PA, OH, CA, TX, NC, FL, SC, CT, MA, TN, MI

Communities served:

Any

Number of Years with Current Firm:

8

Work Experience:

20+ Years Experience in the following areas: Certified Financial Planner Portfolio Manager Retirement Planning College Planning Financial Planning Estate Planning

Work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided:

Financial Planning for Individuals

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Life, Health

Services
Investment Types:

Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Phone, Our Office, Your Home, Your Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

250000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets:

1

Minimum Fee Charged for Managed Accounts:

$2500

Minimum Fee Charged for Hourly Planning Accounts:

0

Minimum Fee Charged for Flat Fee Accounts:

0

Firm Information
Firm's Number of Clients:

1million+

Firm's Number of Planning Clients:

1million+

Firm's Number of Managed Clients:

1million+

Assets Managed by Firm:

$1.7 trillion

Advisor's Number of Clients:

500

Advisor's Number of Managed Clients:

300

Advisor's Number of Planning Clients:

500

Total Assets Under Management by Advisor:

$250,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

Financial Planning for Individuals
As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service.
23 Years of Experience
CRD# 4543228Firm CRD# 19616Insurance License# 563430SEC File# 7371807Series: 31, 7, 66
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Awards & Recognitions
5 Star Wealth Manager(11/1/2024)

I have been awarded the 5 Star Wealth Manager award 12 consecutive years as announced in Richmond Magazine. This year it was featured in Fortune Magazine.

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