Entwistle Financial Life Planning

Entwistle Financial Life Planning (CRD# 124587) is a financial advisory firm headquartered in Wakefield, RI. They manage $51,627,000 in 304 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $169,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, RI

Financial Advisors at Entwistle Financial Life Planning
Showing 1 - 1 of 1 top financial advisors.
1
William A. Entwistle
CRD#: 1277637
24 Salt Pond Road, Building G-3, Wakefield, RI 02879
96
Wealthminder
score

William Entwistle (CRD# 1277637) is an Investment Advisor Representative working at Entwistle Financial Life Planning in Wakefield, RI and has over 31 years of experience in the finance industry. William Entwistle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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